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IMA Financial Group, Inc.
The Client Service Representative serves as the primary operational interface for clients, supporting Private Wealth advisors by managing relationships, processing requests, and ensuring a consistent client experience. The role involves onboarding new clients, driving retention through proactive outreach, and collaborating with investment teams and compliance departments. Responsibilities include performing administrative duties such as scheduling appointments and business travel while maintaining up-to-date client information.
Headquarters
Denver, Colorado, United States
Company Size
1001-5000 employees
Founded
1974
The Ignite Advantage Ignite simplifies benadmin with expert setup, automated integrations, and intuitive employee tools—delivering accuracy, efficiency, and a better...
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for IMA Financial Group, Inc..
IMA Financial Group, Inc. didn’t post a salary, so this is our estimate from similar listings.
19% below the average for this role