Insperity
Description & Requirements
Senior Client Service Representative
Are you an experienced finance professional who thrives on building strong client relationships?
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 enhance our client experience in Dayton, OH.
As a senior team member, you'll act as the main point of contact for a diverse client base-guiding 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:
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 at
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.
Senior Client Service Representative
Are you an experienced finance professional who thrives on building strong client relationships?
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 enhance our client experience in Dayton, OH.
As a senior team member, you'll act as the main point of contact for a diverse client base-guiding 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
- 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
- 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 at
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.