Client Service Representative

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

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
• Experience working with high-net-worth individuals and families
• Proficiency with Salesforce, Microsoft Office suite, and AI tools.

Compensation & Benefits

Compensation and benefits details are provided in the job description. Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. These benefits do not apply to internship roles.

Why Join IMA?

• We’ve built a reputation for putting our associates first
• We work in teams. We sell in teams. We win and prosper as a team
• We provide support systems and resources that enable each of our associates to focus on what they do best
• We are recognized nationally as a leader in our industry

Application

To apply, please visit Apply Now.

About IMA

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.