Client Services Representative-Financial Services

The Client Services Representative provides multi-channel support to internal branch clients and external clients within a wealth management environment. This role serves as a key point of contact between branch personnel and the central Client Services team, handling inbound calls and chats, educating clients on account services, and providing first-line technical troubleshooting. Success in the role requires strong organization, attention to detail, and a customer-centric approach to thoroughly resolving inquiries in a fast-paced environment.