Financial Services Representative

A leading wealth management organization is seeking a Client Services Representative to join the team. This role serves as a key partner to financial advisors, helping resolve client issues, coordinate account activity, and provide high-touch service in a regulated financial environment. Ideal for someone who enjoys relationship management and problem solving in a professional, consultative setting.

• Respond promptly and accurately to financial advisor inquiries to ensure they can serve their clients effectively.
• Troubleshoot and resolve operational challenges, including account setup, transaction processing, and service requests, by leveraging internal resources and collaborating with team members.
• Conduct research to address complex or escalated issues and deliver clear, actionable solutions.
• Identify recurring issues and suggest process improvements to enhance the advisor experience.
• Maintain working knowledge of company systems, processes, and financial products to provide well-rounded support.
• Support adherence to regulatory requirements and operational standards.
• Assist in resolving compliance-related inquiries with accuracy and attention to detail.

• 1–2 years of experience in financial services, client support, or a similarly regulated environment.
• Familiarity with CRM tools such as Salesforce.
• Strong client communication skills, both written and verbal.
• Demonstrated attention to detail and ability to manage multiple priorities.

TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.