Financial Services Representative

Elevate Reach is hiring a Financial Services Representative to work directly with the clients of the investment and wealth management firms we support. This is a full-time, fully remote position on our own team. You are the friendly, knowledgeable voice clients reach when they have questions about their accounts.

Investors expect accurate answers and careful follow-through. You help them open and update accounts, move money, understand their statements, and get to the right licensed advisor whenever a question calls for investment advice.

• Answer client calls and emails about brokerage, retirement, and investment accounts
• Guide clients through account openings, beneficiary updates, transfers, and contributions
• Explain statements, transaction history, and account features in plain language
• Process service requests accurately and confirm each one is complete
• Refer questions about investment choices to licensed financial advisors
• Document every interaction and follow privacy and compliance procedures
• Spot recurring client questions and suggest service improvements

• Experience in financial services, banking, brokerage operations, or investment client service
• SIE, Series 6, 7, or 63 licensing is a plus
• Clear, patient communication with clients who are making important decisions
• Precision with account details, forms, and documentation
• Trustworthy with confidential financial information
• A quiet home workspace with reliable high-speed internet
• Authorization to work in the United States

• A full-time, fully remote position on the Elevate Reach team
• Work with clients of established investment and wealth management firms
• Training on our service standards, systems, and compliance procedures
• A steady weekday schedule

Elevate Reach provides reasonable accommodations for qualified applicants with disabilities throughout the application and interview process. To request one, email hello.