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Client Service Representative

Company: Vista Wealth Management Group
Location: Schaumburg
Posted on: May 25, 2023

Job Description:

*Role: Associate Financial Representative*



_*The position will play an integral role in supporting our financial advisors throughout the sales process and in growing our business. Without this role, our advisors could not devote their full efforts to our clients; therefore, we view this role as central to our success as an overall team.You are a fit for this role if you embody our Core Values---*_

* _*Grow or Die:*_ Committed to professional development (licensing; IL Life & Health Insurance

License, FINRA registration, SIE, Series 63, Series 7, and/or other professional designations)

* _*Trustworthy: *_ You are honest and truthful in your communication and value integrity

* _*Ethical:*_ You have an upright character and always do what is right, not what is easy

* _*Dedicated:*_ You are committed to the work that you do and you put passion into that work

* _*Positive Attitude:*_ You are excited to speak with and to help clients and show up with enthusiasm as well as provide positive encouragement to your team members

_*And if you have the following---*_

* You are passionate about the process and about efficiency, you possess a knack for maximizing time, prioritizing tasks, and streamlining workflow

* You are fervent about the confidentiality of client data and show discretion in sensitive matters

* You are intellectually curious, always asking "why," connecting the dots, and seeking to solve problems

* You are obsessed with details, organization, and order

* You can work both autonomously and collaboratively and can pivot between different areas of support to lend a helping hand

* You have excellent oral and written communication skills

* You have confidence in a variety of settings, are able to hold your own, think on your feet, and answer questions directly

* You have a desire for managing and for providing an overall positive client experience

_*Bonus points for------*_

* 2 years or more of experience in the financial industry or business-related field

* Bachelor's Degree in business related field preferred

* Broad knowledge and experience with MS Office applications such as: Word, Excel, and Outlook

* Ability to assess client needs

_*Financial Representative Support*_

* Oversee case notes, process correspondence, and maintain client case files

* Maintain financial representative's calendar and reach out to schedule follow-up appointments

* Answer and direct telephone calls as appropriate

* Input data, run proposals, and gather information at direction of financial representative in preparation for client/prospect meeting

* Contact clients to confirm receipt of forms or request return of completed form and maintain current client information

* Communicate with home office, NMIS, and fund families to supply or obtain information

* Prepare policies for delivery

_*Client Service Support*_

* Participate with various activities in the sales cycle for non-securities products

* Meet with clients to complete non-securities, insurance related applications

* Actively participate in conservation of existing non-securities business

* Review insurance applications, conversions, and policy changes for completeness and accuracy

* Arrange medical, paramedical, and any exams necessary for underwriting

* Provide current status and account values for non-securities related accounts

* Contact and advise clients regarding non-securities sales and service-related issues

* Process incoming non-securities related insurance service requests from clients


* $40,000 - $60,000 base salary ( _depending on licenses, credentials, and experience)_

* Build your salary by continual professional development

* Bonus potential

* *Benefits*: 401(k) with Match & Profit Sharing, Short-term Disability, Long-term Disability, Health, Vision, and Dental

*Please send your resumes and any questions to Daniel Barrett at*

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year


* 401(k)

* 401(k) matching

* Dental insurance

* Health insurance

* Vision insurance

Physical setting:

* Office


* 8 hour shift

* Monday to Friday

* No weekends

Supplemental pay types:

* Bonus pay

Ability to commute/relocate:

* Schaumburg, IL 60173: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

* Are you willing to undergo a background check and a drug test?


* Bachelor's (Preferred)


* Financial services: 1 year (Preferred)

Work Location: In person

Keywords: Vista Wealth Management Group, Schaumburg , Client Service Representative, Sales , Schaumburg, Illinois

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