Investment Client Service Representative 1

Job description

Description Job Summary: The Investment Client Service Representative connects members with personalized financial solutions by supporting advisors, managing member interactions, and promoting investment services. This role helps ensure a seamless experience through proactive service, account support, and collaboration with branch teams. Requirements: Essential Job Duties: Main responsibilities: - Serve as the first point of contact for established and prospective members, handling inquiries, scheduling appointments, and providing support for service requests. - Manage member communications, including appointment confirmations, follow-ups, maintenance fee reminders, portfolio reviews, and other correspondence. - Promote member retention and identify opportunities to deepen relationships through timely service and operational excellence. - Assist investment advisors and department supervisor by identifying member needs during service interactions. - Maintain member accounts and records, including online access setup, account navigation, authorized signer updates, and supporting documentation. - Manage the member relationship management system (CRM), ensuring accurate data entry, seg...