Overview
Elevate Reach is hiring a Financial Services Representative to work directly with the clients of the investment and wealth management firms we support. This is a full-time, fully remote position on our own team. You are the friendly, knowledgeable voice clients reach when they have questions about their accounts.
Investors expect accurate answers and careful follow-through. You help them open and update accounts, move money, understand their statements, and get to the right licensed advisor whenever a question calls for investment advice.
What You'll Do
- Answer client calls and emails about brokerage, retirement, and investment accounts
- Guide clients through account openings, beneficiary updates, transfers, and contributions
- Explain statements, transaction history, and account features in plain language
- Process service requests accurately and confirm each one is complete
- Refer questions about investment choices to licensed financial advisors
- Document every interaction and follow privacy and compliance procedures
- Spot recurring client questions and suggest service improvements
Who Fits
- Experience in financial services, banking, brokerage operations, or investment client service
- SIE, Series 6, 7, or 63 licensing is a plus
- Clear, patient communication with clients who are making important decisions
- Precision with account details, forms, and documentation
- Trustworthy with confidential financial information
- A quiet home workspace with reliable high-speed internet
- Authorization to work in the United States
What's Offered
- A full-time, fully remote position on the Elevate Reach team
- Work with clients of established investment and wealth management firms
- Training on our service standards, systems, and compliance procedures
- A steady weekday schedule
Elevate Reach provides reasonable accommodations for qualified applicants with disabilities throughout the application and interview process. To request one, email hello@elevatereach.pro.
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