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Client Services Representative - Norman, United States - Magellan Financial & Insurance Services, Inc.
Description
Join Bertrand Retirement Solutions: A Unique Opportunity Awaits as a Client Service Representative
About Bertrand Retirement Solutions
At Bertrand Retirement Solutions, we specialize in providing comprehensive financial planning, investment management, and insurance solutions tailored for individuals between the ages of 50 and 75 with significant investable assets. As a flourishing independent Registered Investment Advisory (RIA) firm based in Oklahoma City, our mission revolves around enhancing our clients' financial security and peace of mind. Thanks to a robust marketing strategy live events, we attract a high volume of potential clients eager for our expertise in financial and retirement planning. In this pivotal growth phase, we are looking for a dedicated Client Service Representative who embodies our ethos of excellence and client service.
Compensation: $40,000 - $45,000
The Role: Client Service Representative
As a Client Service Representative, you will be at the heart of our operations, ensuring that our clients' financial services are delivered smoothly and efficiently. This role is crucial in facilitating the success of our advisors by managing client interactions, processing annuity applications, and maintaining impeccable records. Your work will directly impact our ability to help clients achieve their financial goals, thereby contributing to their long-term financial health.
Primary Responsibilities
Required Qualifications and Skills
Bertrand Retirement Solutions is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
