Insperity
Sr. Client Service Representative
Prosperity Advisors LLC
is a dynamic financial planning and asset management firm serving individuals, small businesses, retirement plans, and nonprofits. We are seeking a
Senior Client Service Representative
to elevate our client experience in Greensboro. As a senior team member based in our Greensboro office, you'll act as the main point of contact for a diverse client baseguiding them through onboarding, handling ongoing service needs, and working closely with advisors, operations, and compliance teams. Best-of-Class Benefits and Culture: We value the time and effort of our employees. Our commitment to your success is enhanced by competitive compensation of $65k-$85k, depending on experience, and an extensive benefits package including: Generous PTO, including paid volunteer time Dependent-care eligible flexible spending account Health, dental, and vision 401(k) with employer matching Long-Term and Short-Term Disability Insurance Tuition Reimbursement Parental Leave Flextime Policy Join our well-established firm, founded in 1983, where steady growth and stability create a strong foundation for your career. Here, you'll work alongside passionate finance professionals who are dedicated to making a real impact through meaningful client service. We believe in supporting your development with hands-on mentorship, empowering you to grow your skills while helping clients achieve their financial goals. If you're looking for a collaborative, purpose-driven environment, this is the place to thrive. To succeed, you should have: 3+ years in financial services, with hands-on experience in client service, operations, or support Excellent verbal/written communication with solid phone and office etiquette Highly organized, self-directed, and capable of managing multiple deadlines Proficient in Microsoft Office Suite and internet-based research Strong interpersonal skills: empathy, follow-through, and relationship-building Knowledge of compliance protocols and financial regulations Your responsibilities as the Senior Client Service Representative: Act as the main point of contact for client needs and life events Support day-to-day client needs in collaboration with the Operations Team, including funding, RMDs, gifting, and online access Onboard new clients by setting up accounts, cash flow, and digital tools Collaborate with advisors on planning for significant life changes Coordinate client meetings - scheduling, prep, and follow-up Ensure full compliance with firm policies and industry regulations Build strong, trusted client relationships through professionalism, empathy, and follow-through Ready to take the next step in your career journey? If you are prepared to embark on an exciting journey in the finance industry, join us in delivering unparalleled service and shaping the future of financial solutions! Please apply online. We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Prosperity Advisors LLC
is a dynamic financial planning and asset management firm serving individuals, small businesses, retirement plans, and nonprofits. We are seeking a
Senior Client Service Representative
to elevate our client experience in Greensboro. As a senior team member based in our Greensboro office, you'll act as the main point of contact for a diverse client baseguiding them through onboarding, handling ongoing service needs, and working closely with advisors, operations, and compliance teams. Best-of-Class Benefits and Culture: We value the time and effort of our employees. Our commitment to your success is enhanced by competitive compensation of $65k-$85k, depending on experience, and an extensive benefits package including: Generous PTO, including paid volunteer time Dependent-care eligible flexible spending account Health, dental, and vision 401(k) with employer matching Long-Term and Short-Term Disability Insurance Tuition Reimbursement Parental Leave Flextime Policy Join our well-established firm, founded in 1983, where steady growth and stability create a strong foundation for your career. Here, you'll work alongside passionate finance professionals who are dedicated to making a real impact through meaningful client service. We believe in supporting your development with hands-on mentorship, empowering you to grow your skills while helping clients achieve their financial goals. If you're looking for a collaborative, purpose-driven environment, this is the place to thrive. To succeed, you should have: 3+ years in financial services, with hands-on experience in client service, operations, or support Excellent verbal/written communication with solid phone and office etiquette Highly organized, self-directed, and capable of managing multiple deadlines Proficient in Microsoft Office Suite and internet-based research Strong interpersonal skills: empathy, follow-through, and relationship-building Knowledge of compliance protocols and financial regulations Your responsibilities as the Senior Client Service Representative: Act as the main point of contact for client needs and life events Support day-to-day client needs in collaboration with the Operations Team, including funding, RMDs, gifting, and online access Onboard new clients by setting up accounts, cash flow, and digital tools Collaborate with advisors on planning for significant life changes Coordinate client meetings - scheduling, prep, and follow-up Ensure full compliance with firm policies and industry regulations Build strong, trusted client relationships through professionalism, empathy, and follow-through Ready to take the next step in your career journey? If you are prepared to embark on an exciting journey in the finance industry, join us in delivering unparalleled service and shaping the future of financial solutions! Please apply online. We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.