Client Service Representative

Location: In-Office
Reports To: Director of Client Services

Compensation & Benefits:

Competitive compensation based on experience.
Paid Time Off (PTO), including vacation and holidays.
Medical, Dental, and Vision Insurance.
Employer-paid Life Insurance.
Short-Term and Long-Term Disability Insurance.
401(k) Plan with Profit Sharing.

About Fortune Financial

Fortune Financial is a team of experienced financial professionals dedicated to providing personalized, goal-based financial strategies and advice for individuals, corporate executives, business owners, and their families.

Our team brings specialized expertise in developing comprehensive, results-driven financial strategies designed to help clients pursue their long-term financial goals with confidence and efficiency. Through a tailored approach, we focus on understanding each client's unique circumstances and delivering solutions that support lasting financial success.

Position Summary

Fortune Financial is seeking a highly motivated, detail-oriented, and proactive Client Service Representative to join our growing team. This role is ideal for someone who enjoys building relationships, providing exceptional client service, and working in a collaborative, fast-paced environment.

As a Client Service Representative, you will play a key role in supporting investment, annuity, and insurance business while serving as a primary point of contact for clients. You will assist with meeting preparation, account servicing, new account establishment, transaction processing, CRM management, and general office operations. This position requires professionalism, strong organizational skills, and a commitment to delivering an outstanding client experience.

This is an in-office position where collaboration, teamwork, and personalized client support are best achieved.

Key Responsibilities:

Support daily office and operational activities.
Schedule client meetings and coordinate calendars.
Prepare materials for client meetings and complete follow-up tasks.
Collect and review information and documentation needed to establish new accounts.
Process paperwork for investment transactions and service requests.
Communicate with broker-dealers, custodians, insurance companies, and vendors as needed.
Respond promptly and professionally to client inquiries.
Build and maintain strong client relationships through exceptional service.
Maintain accurate records in the firm's CRM system (Redtail).
Ensure client files are maintained in accordance with compliance and record retention requirements.
Provide administrative support for compliance and marketing initiatives.
Assist team members with projects and special assignments as needed.

Qualifications:

1+ years of experience in the financial services industry or an administrative/client service role.
Associate degree or equivalent combination of education and experience preferred.
Strong attention to detail and organizational skills.
Ability to manage multiple priorities while maintaining a high degree of accuracy.
Self-motivated and able to work independently.
Excellent verbal and written communication skills.
Professional demeanor with strong interpersonal skills.
Commitment to delivering exceptional client service.
High ethical standards and a collaborative team-oriented mindset.
Ability to learn and follow compliance regulations and standard operating procedures.
Proficiency in Microsoft Office applications, including Outlook, Word, and Excel.

Why Join Fortune Financial?

At Fortune Financial, you'll join a close-knit, collaborative team that values professionalism, integrity, and exceptional client service. We are committed to supporting each team member's growth while providing meaningful opportunities to contribute to the success of our clients and the firm.

If you are organized, service-oriented, and looking to build a rewarding career in financial services, we'd love to hear from you. Apply today!

Fortune Financial

Client Service Representative

About the Job