Client Services Representative (Banking), Sr. jobs in Nashville, TN

Join the Pivotal Financial Team: A Beacon of Excellence in Retirement Planning and Wealth Management (www.PFISFinancial.com)

Who We Are
At Pivotal Financial, we see ourselves not just as a firm, but as an extended family dedicated to safeguarding futures and cultivating wealth across generations. Located in the vibrant community of Franklin, Tennessee, our team is witnessing rapid growth and establishing itself as a foundational pillar in the fields of retirement planning, wealth management, and financial advisory. Leveraging state-of-the-art technology, unmatched marketing approaches, and a deep commitment to authentic connections, we've developed a client-centric service framework. Our aim is to guide our clients through their retirement years with simplicity, assurance, and wealth. Our ethos is built on creativity, ethical principles, and a steadfast dedication to empowering our clients to fulfill their aspirations.

The Role: Client Service Representative
The Client Service Representative is crucial in ensuring the flawless processing of transactions for new clients and reinforcing relationships with both new and longstanding clients. In this role, you will be the main support for lead advisors, assisting with the launch of new ventures, overseeing client interactions, and playing a vital role in the growth of Pivotal Financial.

Primary Responsibilities:

· Process new client business for life insurance and Fixed-indexed annuity.

· Handle new account paperwork for Fee-Based Advisory business.

· Manage ACAT paperwork and processing in compliance with SEC Regulations.

· Ensure accuracy and efficiency in all paperwork and account servicing processes.

· Interacting with clients and handling administrative work.

· Handle client calls regarding withdrawals, conversions, account questions and requests.

· Uphold our commitment to excellence in client service.

Required Qualifications and Skills:

· Familiarity with life insurance and fixed-indexed annuity business.

· Experience in fee-based managed money operations.

· Strong communication and interpersonal skills.

· Proactive Learner: Keen interest in acquiring new knowledge and accepting challenges.

· Detail-oriented, reliable, and dependable.

Why Pivotal Financial?
If you find yourself seeking more from your current position or are keen to advance your career, Pivotal Financial is your ideal springboard. This opportunity represents more than a mere job; it is a journey filled with possibilities, personal growth, and the potential to significantly impact our clients and their families' lives. You will become part of a team that prizes diligence, commitment, and a desire to support others. At our firm, your hard work goes beyond being acknowledged—it's celebrated and rewarded.

This role is not available for remote applicants.

Pivotal Financial is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Type: Full-time

Pay: $48,000.00 - $60,000.00 per year

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus opportunities

Work Location: In person