Remote Part Time Appointment Setter - Finance New Agent - 50K+
Role overview:
As a Financial Service Client Representative, you’ll work directly with financial advisors to support their efforts with clients in growing their client base. You’ll be responsible for operational tasks and completing follow-ups, working to ensure our clients are well-served.
Job Duties as a Financial Service Client Representative:
• Support the onboarding process for new clients and manage accounts
• Working with clients to ensure their dashboard accurately collects all relevant personal and financial information
• Consolidating accounts and keeping information confidential
• Facilitate the collection of necessary statements/documents to transfer accounts to other accounts
• Track the transfer process to ensure the cost basis is transferred over accurately and efficiently
• Work with the operations team to facilitate the transfer process and track the status of each account transfer
• Maintain relationships with existing clients and hunting for new clients
Qualifications:
• Business Development and Account Management experience A+
• Willing to obtain a license or already having a license A+
• Enjoy client services and create meaningful relationships with clients.
• Customer service skillset, sales background, and past remote work experience.
• A self-starter, independent, and entrepreneur-minded as a Financial Service Client Representative
• Ability to act thoughtfully with teams across the company to articulate any recommendations.
• Impeccable follow-through, for clients, the executive team, and cross-functional teams.
• Outgoing personality and ability to adjust communication style based on a prospects/clients needs and attitude.
• Entry-level for transferrable skills for a Financial Service Client Representative
Working with us:
Success Alliance is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.
Compensation & Benefits:
$100,000-$250,000 commission only, 401K, unlimited time off, equity compensation, and retirement benefits.
Please note: this is a fully remote role.
Apply Now
Apply Now
As a Financial Service Client Representative, you’ll work directly with financial advisors to support their efforts with clients in growing their client base. You’ll be responsible for operational tasks and completing follow-ups, working to ensure our clients are well-served.
Job Duties as a Financial Service Client Representative:
• Support the onboarding process for new clients and manage accounts
• Working with clients to ensure their dashboard accurately collects all relevant personal and financial information
• Consolidating accounts and keeping information confidential
• Facilitate the collection of necessary statements/documents to transfer accounts to other accounts
• Track the transfer process to ensure the cost basis is transferred over accurately and efficiently
• Work with the operations team to facilitate the transfer process and track the status of each account transfer
• Maintain relationships with existing clients and hunting for new clients
Qualifications:
• Business Development and Account Management experience A+
• Willing to obtain a license or already having a license A+
• Enjoy client services and create meaningful relationships with clients.
• Customer service skillset, sales background, and past remote work experience.
• A self-starter, independent, and entrepreneur-minded as a Financial Service Client Representative
• Ability to act thoughtfully with teams across the company to articulate any recommendations.
• Impeccable follow-through, for clients, the executive team, and cross-functional teams.
• Outgoing personality and ability to adjust communication style based on a prospects/clients needs and attitude.
• Entry-level for transferrable skills for a Financial Service Client Representative
Working with us:
Success Alliance is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.
Compensation & Benefits:
$100,000-$250,000 commission only, 401K, unlimited time off, equity compensation, and retirement benefits.
Please note: this is a fully remote role.
Apply Now
Apply Now