Client Service Representative

Ivy Wealth • Tyler, TX

420d • Remote

About The Position

The Client Services Representative at Ivy Wealth plays a crucial role in supporting Associate Advisors to ensure clients receive comprehensive financial planning services. This position focuses on enhancing productivity through effective client servicing and operational support, contributing to the overall wealth management process.

Requirements

• 1 year of customer service experience (preferred).
• Ability to commute to Tyler, TX 75702 (preferred).
• Willingness to relocate to Tyler, TX 75702 before starting work (preferred).

Responsibilities

• Work closely with Associate Advisors to deliver financial security to clients.
• Collect materials for client review meetings, including agendas, existing plans, and performance reports.
• Collaborate with Advisors and team members to provide consistent client servicing.
• Coordinate with Advisors to prioritize client scheduling and manage appointments.
• Prepare materials for insurance policy underwriting and investment account creation.
• Process insurance and investment service requests, including updates to client information.
• Manage workflow between clients and Advisors, tracking status through a CRM system.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed