Description
The Client Services Representative reports to the Director of Operations and serves as the primary contact for clients, handling inquiries, onboarding, account openings, money movements, account maintenance, cashiering, recordkeeping, CRM data management, and coordination with custodian partners. The role requires at least two years of similar experience, finance industry experience, strong organization and follow-through, and proficiency with Outlook, Word, Excel, and Salesforce. It offers medical, dental, and vision coverage, paid parental leave, a hybrid schedule, a 401(k) matching plan, HSA contributions, student loan assistance, and pet insurance.
