Client service representative

Are you an administrative professional who is ready to take your career to the next level? Are you interested in a role that could put you on the path to become a financial advisor?

If you value a team that provides on the job training, support, and accountability for your growth goals, this may be the change you seek.

We encourage you to consider a new opportunity with Pinion Wealth.

With roots dating back to 1932, Pinion has made it our mission to immerse ourselves in making a difference in the lives we touch and the world we live in.

Our Wealth Management group is growing, and we are looking for a difference-maker. If you’re eager to bring your administrative skills to a new career opportunity in our Lenexa, KS or Bozeman, MT office, we invite your application.

The Client Services Representative will provide administrative support to Pinion Wealth Management advisors, minimize scheduling issues and conflicts, and ensure efficient day-to-day operations.

The successful candidate will produce high client satisfaction rates through excellent customer service, a prompt follow-up to client issues, and proactive problem-solving.

What you will be doing :

• Answer phones and route calls to best guide or assist with client inquiries.
• Schedule, calendar, and manage tasks and activities in CRM and team members’ calendars.
• Manage incoming and outgoing communications (telephone, mail, email, and faxes).
• Preparing materials for client reviews and participating in client meetings to evaluate account performance and long-term goals
• Supervise the maintenance of client accounts and office files.
• Provide general office support (faxing, document maintenance and creation, etc.)
• Complete operations and client service tasks as requested, and train to be competent in all areas over time.
• Complete backup duties, requests, and additional projects as assigned.

• 3 years of experience in administrative or operations support required, wealth management industry preferred
• Comfort navigating new technology tools, and demonstrated proficiency in MS Office Suite
• Strong math and analytical skills
• Excellent oral and written communication, interpersonal and organizational skills
• Effective follow-up skills and ability to meet deadlines without prompting
• Great attention to detail and a commitment to confidentiality
• Self-motivated with the ability to work well both independently and under direction

Bonus :

• Notary Public certification, or the ability to obtain
• Series 7 and 65 licenses. (Willingness to obtain a Series 65 license and appropriate state insurance licensing is required within 6-12 months.)

What’s in it for you :

• People-centered culture, with fun as part of our core firm values
• Robust training and development program designed to help you discover your distinct abilities and use them to grow yourself and the firm
• More freedom to explore your areas of interest
• Pinion offers a competitive compensation and excellent benefits package, including health, dental, vision, life and disability insurance, 401k, profit sharing, holidays, flexible work arrangements, and paid leave.

In some states and municipalities, Pinion is required by law to include a reasonable estimate for range of compensation.

When making compensation decisions, Pinion takes into account a variety of factors including but not limited to experience, skills, certifications / licenses, and geographic location.

The wide range for this role reasonably accounts for these factors. Specific compensation decisions are made based on the facts and circumstances of each case.

A reasonable estimate of the current range is $20 - 30 per hour.

Pinion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Attest services are provided by KCoe Isom, LLP, a licensed CPA firm.

LI-ONSITE

Application Deadline

6 / 2 / 2024

Last updated : 2024-05-17