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Client Service Representative

Fort Lauderdale, FL
Posted 4 months ago

One of the fastest growing national RIA firms in the country is seeking a Client Service Representative for their office in the Fort Lauderdale area.

Job Responsibilities:

  • Maintain existing client relationships by resolving client inquiries and keeping key information up to date.
  • Work as a representative for day-to-day back-office operations needs.
  • Coordinate with the Trading Department to ensure all incoming paperwork is processed properly.
  • Track, verify, create, and save reports for all incoming documents.
  • Coordinate the process of onboarding new representatives on how to properly fill out account paperwork and various other documents.
  • Perform administrative duties that support financial advisors in daily business practices, including but not limited to phone coverage, coordination of back-office related functions, and CRM and other tech maintenance.

Required Skills and Qualifications

  • Experience with the financial/investment industry preferred
  • Strong organizational skills and exceptional attention to detail
  • Proficient in technology, especially Microsoft Office applications: Word, Excel, Outlook


  • Health/Dental/Vision
  • Life insurance
  • Short-term/long-term disability
  • Paid time off
  • 401K

Job Features

Job CategoryAdministration/Support

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