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Senior Client Services Lead – Financial Solutions
Job in
Hopkins, Hennepin County, Minnesota, 55305, USA
Listed on 2026-07-29
Listing for:
Fortune Financial
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Financial Services
Job Description & How to Apply Below
Fortune Financial is seeking a Senior Client Services Representative to join our office-based team and enhance the client experience. The role emphasizes initiative, relationship building, confidentiality, and timely task management to support Advisors and clients in person.
The ideal candidate holds securities licenses and a background in financial services, with strong communication and organization skills.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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