Client Services Representative - Bangor, ME
1 day ago
Job description
The Client Service Representative (CSR) plays a vital role in delivering exceptional support to clients within a financial services firm. This position is responsible for ensuring a positive client experience through efficient communication, accurate account management, and coordination with financial advisors and back-office operations. The ideal candidate is detail-oriented, client-focused, and thrives in a fast-paced, team-oriented environment.
The essential functions include, but are not limited to the following:
Client Relationship Management
- Serve as the primary point of contact for clients regarding account inquiries, service requests, documentation, and policy updates.
- Provide timely and professional responses to client questions through phone, email, or in-person meetings.
- Maintain high standards of confidentiality and professionalism in all client interactions.
Account Administrative & Operational Support
- Process account openings, transfers, and updates in accordance with regulatory and firm standards.
- Handle money movement requests such as contributions, distributions, and withdrawals while ensuring compliance with internal policies.
- Work collaboratively with custodians, fund companies, and internal departments to resolve client service issues.
- Assist with statement reviews, account reconciliations, and transaction tracking.
- Answer phones and forward calls to correct people
Advisor Support:
- Support financial advisors with meeting preparation, follow-ups, and client reporting packages.
- Maintain accurate and organized client records within CRM and document management systems.
- Coordinate scheduling and ensure advisors are equipped with updated client materials.
Compliance & Quality Assurance
- Ensure all documentation and client communications adhere to regulatory and firm compliance standards (FINRA, SEC, etc.).
- Participate in training to stay current with financial industry regulations, firm policies, and product knowledge.
- Other duties as assigned.
Requirements
- Bachelor's degree in finance, business administration, or a related field (preferred).
- 1–3 years of experience in client service or operations within financial services, banking, or wealth management.
- Familiarity with CRM systems, portfolio management tools, and financial documentation processes.
- Strong organizational skills with meticulous attention to detail.
- Excellent communication and interpersonal abilities.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook); experience with financial software a plus.
- Ability to manage multiple priorities in a deadline-driven environment.
- A client-first mindset with a proactive approach to problem-solving.
- Self-motivated
- Positive, friendly, and professional attitude
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