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Prosperity Advisors LLC is seeking a Senior Client Service Representative to enhance client experience. The ideal candidate has 3+ years of experience in wealth management or a related field, with exposure to client service, account operations, or support involving brokerage and investment accounts.

Requirements

• 3+ years of experience in the wealth management industry or a related financial services field
• Familiarity with retirement planning concepts such as RMDs, IRAs, and 401(k) rollovers
• Experience managing account transfers and handling client service requests
• 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

Benefits

• Generous Paid Time Off
• 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