Client Service Representative - Financial

Moyer Wealth Management is a full-service, independent financial advisory and tax planning firm located in Montgomery County, Pennsylvania. We are actively seeking a part-time, remote-based, Client Service Representative to join our firm.

As a Client Service Representative, you will work directly with our financial advisor(s) to provide administrative and operational support to clients, and help clients meet their financial goals.

Client Service Support Role:

• Act as the main contact for client service requests and inquiries, ensuring timely and accurate responses.
• Build and maintain strong relationships with clients, including smooth onboarding for new clients and new client accounts.
• Assist with preparing documents for new client accounts and services, transfers, money movement, and other client operations.
• Schedule client meetings and assist financial advisor(s) in preparing for client meetings by generating reports and completing necessary forms.
• Manage the firm’s Customer Relationship Management (CRM) system effectively.
• Handle sensitive information with confidentiality and professionalism.
• Support advisors in resolving client concerns quickly and effectively.

Skills and Qualifications:

· Preferred experience in financial services

· Excellent interpersonal, oral and written communication skills.

· Detail oriented and able to work in a fast-paced environment

· High degree of comfort managing multiple tasks simultaneously

· Proficiency with Microsoft Teams, Microsoft Office (Word, Excel, Outlook), CRM management; spelling and grammar skills; proficiency in math, accounting, and analytical skills; research, analysis, planning and organizational skills.

· Takes action on office priorities in a proactive manner.

· Dedication to detail and accuracy

· Positive attitude and dedication to providing exceptional customer experience

· Excellent administrative, time management, and organizational skills.

Preferred Skills or Qualifications:

• Series 6, 63 and Series 65 or 66 license (if you do not currently have will help to obtain)
• Life & Health
• Securities Industries Essentials
• Custodian trading system (e.g., RBC, Schwab, etc.) experience
• Associates or bachelors degree

Job Type: Part-time

Pay: $35,000.00 - $60,000.00 per year

Expected hours: 10 – 15 per week

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Vision insurance
• Work from home

Compensation Package:

• Bonus opportunities

Work Location: Remote