Client Services Representative at United Insurance

Bangor, Maine, United States -

Full Time

Start Date

Immediate

Expiry Date

18 May, 26

Salary

0.0

Posted On

17 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Account Administrative Support, Advisor Support, Compliance, Communication, Organizational Skills, Detail Orientation, Problem-Solving, CRM Systems, Microsoft Office Suite, Financial Services Operations, Client Service

Industry

Insurance

Description

Description The Client Service Representative (CSR) plays a vital role in delivering exceptional support to clients within a financial services firm. This position is responsible for ensuring a positive client experience through efficient communication, accurate account management, and coordination with financial advisors and back-office operations. The ideal candidate is detail-oriented, client-focused, and thrives in a fast-paced, team-oriented environment. The essential functions include, but are not limited to the following: Client Relationship Management Serve as the primary point of contact for clients regarding account inquiries, service requests, documentation, and policy updates. Provide timely and professional responses to client questions through phone, email, or in-person meetings. Maintain high standards of confidentiality and professionalism in all client interactions. Account Administrative & Operational Support Process account openings, transfers, and updates in accordance with regulatory and firm standards. Handle money movement requests such as contributions, distributions, and withdrawals while ensuring compliance with internal policies. Work collaboratively with custodians, fund companies, and internal departments to resolve client service issues. Assist with statement reviews, account reconciliations, and transaction tracking. Answer phones and forward calls to correct people Advisor Support: Support financial advisors with meeting preparation, follow-ups, and client reporting packages. Maintain accurate and organized client records within CRM and document management systems. Coordinate scheduling and ensure advisors are equipped with updated client materials. Compliance & Quality Assurance Ensure all documentation and client communications adhere to regulatory and firm compliance standards (FINRA, SEC, etc.). Participate in training to stay current with financial industry regulations, firm policies, and product knowledge. Other duties as assigned. Requirements Bachelor’s degree in finance, business administration, or a related field (preferred). 1–3 years of experience in client service or operations within financial services, banking, or wealth management. Familiarity with CRM systems, portfolio management tools, and financial documentation processes. Strong organizational skills with meticulous attention to detail. Excellent communication and interpersonal abilities. Proficiency in Microsoft Office Suite (Excel, Word, Outlook); experience with financial software a plus. Ability to manage multiple priorities in a deadline-driven environment. A client-first mindset with a proactive approach to problem-solving. Self-motivated Positive, friendly, and professional attitude

Responsibilities

The Client Service Representative acts as the primary contact for clients, managing inquiries, service requests, and documentation while ensuring a positive client experience. This role also involves processing account administrative tasks, handling money movements, and supporting financial advisors with reporting and record maintenance.