Client Service Representative

Overview: The Client Service Representative serves as the primary operational and service interface for clients focused on delivering responsive support, supporting Private Wealth advisors, and ensuring a consistent client experience. We provide service to our clients with passion and integrity. At IMA, we have a strong focus on employee development and collaboration. Through comprehensive training, mentorship, and client-centric innovation, our service professionals are empowered to transform clients’ lives while growing in their own careers. Key Responsibilities: Manage existing client relationships with moderate guidance by processing client requests, resolving client inquiries, and making sure key client information is up to date.…