Senior Client Services Representative
Signal Advisors
This job is no longer accepting applications
See open jobs at Signal Advisors.See open jobs similar to "Senior Client Services Representative" Drive Capital.Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today and only a quarter of Americans have a financial plan. Our team is reimagining a 60-year old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 120 team members distributed across the country.
We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions.
Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, distributed team where you can architect your impact and shape the company’s vision? Join us at Signal!
SENIOR CLIENT SERVICES REPRESENTATIVE
Signal Wealth is seeking a Senior Client Services Representative who will be responsible for new RIA onboarding, client transitions, and handling various account service requests such as withdrawals, trades, and other account-related inquiries. The ideal candidate will have excellent communication and interpersonal skills, be detail-oriented, and possess a strong ability to multitask.
WHAT YOU’LL GET TO DO
- Manage the onboarding of new RIAs by coordinating with the sales team and various departments within the organization
- Oversee the process of transitioning clients from other firms to our company, ensuring a smooth and efficient transition for both the client and our organization
- Serve as the main point of contact for client inquiries and account service requests, including but not limited to withdrawals, trades, and other account-related requests
- Work closely with the operations and compliance teams to ensure all necessary paperwork is completed accurately and in a timely manner
- Communicate with clients via phone and email, providing exceptional customer service and addressing any questions or concerns they may have
- Maintain accurate and up-to-date client records in our CRM system
- Participate in projects and initiatives aimed at improving our client service and onboarding processes
WHAT WE’RE LOOKING FOR IN TEAM MEMBERS
💪 Executer
We’re currently building out many new initiatives and programs. You’ll need to quickly ramp up and start executing. We talk a lot about strategy and high-level ideas, and you should be able to independently translate ideas into action, dig into the details, and make progress toward our team’s goals.
🎡 Process-Driven
You’re someone that geeks out on processes and is a sucker for making sure things stay on track. The goal is to be meticulous enough for quality output but not meticulous to the point of indecision.
🔄 Accountable
Our teams at Signal are small but mighty—we expect team members to work independently, grab the jump ball, and get it past the finish line. Receiving & giving feedback is crucial to accountability. You should be someone that’s comfortable with a culture of continuous feedback.
💁 Customer Centric
You’re obsessed with creating an unparalleled customer experience. You lead with compassion, anticipate customer needs and wants, and bring ease and calm to all interactions—knowing every customer interaction is an opportunity to amaze.
🤝 Collaborative
You understand how to collaborate with a variety of different people and roles, and you celebrate opportunities to reach out and work together cross-functionally and with people from diverse backgrounds.
MUST HAVES
- At least 3 years of experience in a similar role, at an RIA
- Strong understanding of RIA onboarding and client transition processes
- Experience working with top custodians such as Fidelity and Charles Schwab
- Preferred experience working with Addapar, Orion and/or Black Diamond by not required
WHAT WE VALUE @ SIGNAL
🌔 We’re obsessed with finding a better way. Never settle for less.
💯 We own it. Taking things from 0 to 1, and then from 1 to 100.
🪄 We amaze every client, every time. A great company is built one client at a time.
🏃 We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.
👀 We raise our level of awareness. Everything starts with awareness. We’re curious and alert to what is happening around us.
🏈 We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act.
🧭 We do the right thing. Sticking to the highest standard of integrity is not optional.
💪 We have strong opinions, loosely held. It’s not about WHO is right, it’s about WHAT is right.
❓ Simplicity is Genius. Simplicity doesn’t just clarify; it makes things better for everyone. It’s that simple.
COMPENSATION & BENEFITS
The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.
In addition to salary, our team members benefits include:
- Medical, vision, and dental coverage
- FSA or HSA-eligible health plans
- 3% 401k company contribution with no vesting period
- Parental leave: 16 weeks for birthing parents & 10 weeks for non-birthing parents
- Learning & Development stipend
- Wellness Programs
- Unlimited vacation with 3 week minimum
- 10 company-wide holidays
- $500 for your home office setup
- Remote-first company with no in-person requirements
- Annual all-company retreat
- Competitive equity package based on on role and level
Our company is committed to building a team that represents the many dimensions of diversity. We know underrepresented groups have been systematically excluded from certain spaces, and we strongly encourage you to apply in honor of the background and identities you embody, including location, background, race, gender, sexual orientation or any other personally defining attribute. We’re imperfect communicators, so think of our job postings as just the start of the conversation. Take the leap — you might just be the perfect person for one of our open roles, even if you don’t fully match the job description.
This job is no longer accepting applications
See open jobs at Signal Advisors.See open jobs similar to "Senior Client Services Representative" Drive Capital.