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 consist