Senior Client Services Specialist – Wealth Management Ops

Fortune Financial; Hopkins (MN); On-site; USD 65,000 - 90,000; Full time

Job summary

Fortune Financial is seeking a Senior Client Services Representative to support advisors and clients through account servicing, operational support, and relationship management. This in-office role emphasizes on-site collaboration and responsive client service.

The ideal candidate holds active Series 7 and Series 66 (or Series 63/65), with experience in financial services or wealth management, and strong MS Office skills.

Qualifications

• Active Series 7 license required.
• Active Series 66 license, or Series 63/65.
• Experience in financial services, wealth management, or related industry.
• Proficiency with Microsoft Office (Word, Excel, Outlook).
• Strong organizational and time-management skills.
• High accuracy and attention to detail.
• Ability to work independently and as part of a team.
• Strong written and verbal communication skills.
• Professional demeanor and confidentiality commitment.
• Ability to prioritize work amid changing needs.

Responsibilities

• Serve as a primary contact for client service inquiries and requests.
• Support opening, maintenance, and servicing of investment, insurance, annuity, and retirement accounts.
• Process trades and other transactions when licensed and authorized as directed by Financial Advisors.
• Prepare materials and documentation for client meetings.
• Follow up on meeting actions and service requests.
• Maintain accurate client information and activity records in CRM systems.
• Coordinate with broker/dealers, custodians, insurance carriers, and service providers.
• Identify opportunities to improve internal processes and workflows.
• Maintain records per regulatory and retention requirements.
• Utilize firm-approved technology platforms to support account management and client service.
• Perform other duties as assigned by Director of Client Services.

Skills

Active Series 7 license

Series 66/63/65

Client services experience

Microsoft Office

Communication skills

Time management

Teamwork

Confidentiality

Tools

Redtail CRM

Microsoft Office

Job description

Fortune Financial is seeking a Senior Client Services Representative to support advisors and clients through account servicing, operational support, and relationship management. This in-office role emphasizes on-site collaboration and responsive client service.

The ideal candidate holds active Series 7 and Series 66 (or Series 63/65), with experience in financial services or wealth management, and strong MS Office skills.