Investment Services Client Representative

Job overview

The Investment Services Client Representative position is onsite in Deerfield, IL. Compensation is not specified. David A. Marcus and Associates provides wealth planning, retirement planning, corporate benefits, estate planning, and insurance services. The representative serves as a primary contact for clients, coordinating service requests, account paperwork, meetings, and records while following compliance standards. The role also supports client relationships and referrals, helping the firm deliver ongoing financial and retirement services.

What you'll do

• Schedule appointments and manage client correspondence
• answer and direct calls
• process client service needs and resolve problems
• maintain compliant documentation and records
• build relationships with wealth and retirement-plan clients
• develop client relationships through referrals
• prepare for client and 401(k) meetings
• coordinate account establishment and maintenance with the back office
• process account paperwork and requests
• deposit checks and maintain the check blotter
• update CRM records.

What we're looking for

Skills & competencies

investment services client representative

deerfield il

kestra financial independent advisor

client service

wealth management

retirement plans

account processing

compliance

crm

client meetings

series 6 and 63

series 7 and 65/66

Work arrangement

• Weekend coverage required

Why this role

A bachelor’s degree in a business-related field is preferred. Series 6 and 63 or Series 7 and 65/66 credentials, or the ability to obtain them within a specified period, are listed.

About the employer

Kestra Financial Independent Advisor is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.