Senior Client Services Representative
The Nagler GroupWorcester, MA, United Statesjob_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionStrong client service and communication skills Knowledge of financial products (Roth IRAs, annuities) preferred Proficiency in MS Office and CRM tools Series 7 & 66 a plus or willingness to obtain Background check and fingerprinting required
Job Title : Senior Client Service Representative
Location : Worcester, MA
Salary : $70,000 – $90,000
We’re seeking a detail-oriented Senior Client Service Representative with 3–5 years of experience, ideally in financial services. This role supports advisors and clients with complex administrative tasks, including annuity applications, account maintenance, and fund transfers. You’ll also guide and delegate to junior staff, ensuring efficient daily operations.
Key Responsibilities :
- Manage client communications and account servicing
- Process and track paperwork and transfers
- Prepare reports and meeting materials
- Maintain CRM records and ensure compliance
- Support and train Client Service Associates
- Collaborate closely with advisors
Qualifications :
serp_jobs.job_alerts.create_a_job
Client Service Representative • Worcester, MA, United States