Account Representative

• Serve as a primary point of contact for assigned client accounts, providing timely and accurate support
• Assist clients with account inquiries, updates, and service requests
• Process account documentation, forms, and transactions in accordance with company policies and regulatory standards
• Maintain accurate client records and account information in internal systems
• Coordinate with internal departments (operations, compliance, advisors, and finance teams) to resolve account-related issues
• Support onboarding of new clients, including documentation collection and verification
• Prepare reports, track account activity, and assist with audits or reviews as needed
• Ensure adherence to compliance, privacy, and regulatory requirements

• 2+ years of experience in customer service, account support, or client services (financial services preferred)
• Strong written and verbal communication skills
• Excellent organizational skills with high attention to detail
• Proficiency in Microsoft Office (Excel, Word, Outlook)
• CRM or financial systems experience a plus
• Ability to manage multiple priorities in a deadline-driven environment

CRM or financial systems experience

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan