ClientServiceRepresentative

Overview: The Client Service Representative serves as the primary operational and service interface for clients focused on delivering responsive support, supporting Private Wealth advisors, and ensuring a consistent client experience. We provide service to our clients with passion and integrity. At IMA, we have a strong focus on employee development and collaboration. Through comprehensive training, mentorship, and client-centric innovation, our service professionals are empowered to transform clients’ lives while growing in their own careers. Key Responsibilities: Manage existing client relationships with moderate guidance by processing client requests, resolving client inquiries, and making sure key client information is up to date. Demonstrate Proactive solutions-based approach to enhancing client relations Onboard new clients by collecting client data, financial statements, and training on digital tools Drive client retention by proactively reaching out to clients and documenting follow up Work collaboratively with an investment team, compliance, financial planning and Private Wealth advisors to provide a consistent client experience Collaborate with partners to ensure consistent client service quality. Perform administrative duties that support the Private Wealth advisor including but not limited to answering phones, scheduling appointments, and business travel. Engage in available training and educational opportunities to stay current on policies and procedures Supports and demonstrates IMA’s core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Perform other work-related duties as assigned. Required Experience and Skills: Bachelor’s Degree preferred 2 to 3 years of similar or related experience preferred Must currently hold, or obtain within 120 days of employment, a FINRA Series 65 license Continued employment is contingent upon obtaining the license within this timeframe. Experience working with high-