Senior Client Service Representative

Job Title: Experienced Client Service RepresentativeWe are currently seeking a highly experienced Senior Client Service Representative (CSR) to join our team. This pivotal role will work directly with the CEO of the company, serving as the primary liaison between our firm and our esteemed clients.

With a minimum of 10 years' experience in client service, the ideal candidate will be instrumental in maintaining client satisfaction, enhancing advisor productivity, and fostering the continued growth of our firm. As we continually expand our client base and welcome new advisors annually, the Senior CSR will play a crucial role in ensuring seamless client experiences.

In this senior position, the CSR will be responsible for supporting 1-3 advisors, acting as the dedicated point of contact for their respective client portfolios. This entails extensive preparation for and facilitation of 8-24 meetings per week, as well as managing all ensuing action items such as trades, transfers, online access troubleshooting, address updates, money movement, and referrals to in-house business partners.

Furthermore, the Senior CSR will be adept at promptly addressing client inquiries via calls and emails, ensuring that all communications are responded to on the same day they are received. With a focus on delivering exceptional service, the Senior CSR will uphold our commitment to client satisfaction and uphold our reputation as a trusted financial partner.

This position would be full-time, based in our Scottsdale location.

Duties include, but not limited to:Perform all cashiering and customer service functions for a range of 300-600 dedicated client householdsPlacing trades in client's accountsPrepare and process account service paperwork and applicationsRun reports and prepare documents necessary for quarterly client portfolio reviewsMaintain files, both electronic and physicalTake detailed notes in CRM (Redtail) on all processes and client interactionsFollow all standard operating procedures to ensure steps of service are being met, as well as maintaining compliance standardsWork behind the scenes with our in-house partners to alleviate the demands on our mutual clients; pull account statements, tax documents, ownership/beneficiary change paperwork, etc.Assist with other office functions such as mailings, call campaigns, answering phones, greeting clients, filing, maintaining break areas, ordering supplies, and all other duties as assigned

Please do not apply for this position unless you have:Minimum 10 years of experience in an advisory or brokerage firmKnowledge of tradingExceptional client service and hospitality skillsAbility to multitask and skillfully manage a fluctuating workloadExcellent verbal and written communicationStrong working knowledge of Microsoft Office suite

Candidate with the following preferred:Series 7 or 6, Series 63 or 65Redtail CRM, Albridge and/or Pershing experienceNotaryWorking knowledge of insurance, annuities, TPMM, PCRAs, QRPs, pensionsWorking knowledge of the custodian Pershing, LLC

Compensation and Benefits:Full-time, salaried position; salary depends on experience and licensingBase salary plus monthly achievement-based bonuses10 days of PTO, plus an additional paid day off for your birthday. (Additional PTO awarded through tenure.)9 paid holidays per yearSummer Hours in June & July401(k) with 4% match after 1-year of serviceMonthly awards of cash & prizes for selfless Team PlayersAnnual $2k tuition reimbursement available after 6 months of serviceInterested candidates should submit their income requirements, cover letter & resume.

About Wilde Wealth Management Group:Wilde Wealth Management Group is an award-winning independent advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house Independent Investment Advisors, Certified Financial Planners(TM), Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes as among “The Most Dependable Wealth Managers in the Southwest” and has been named to Barron’s “List of Top 1,000 Advisors” annually for a decade. Currently, Wilde Wealth Management Group has more than $750 million in assets under management and four offices across Arizona located in Scottsdale, Glendale, Tempe, Payson and an office in Terre Haute, IN.For more information, visit https://wildewealth.com