Job Description

Financial Services - Client Services Representative - Memphis, TN RVW Wealth is a financial advisory firm dedicated to providing exceptional investment management and related services to our clients. Our team of professionals includes CPAs, personal financial planners, and tax specialists and who work together to offer sound perspectives for intelligent investing. We are currently seeking an experienced operations person to help drive client success and ensure outstanding customer service. Responsibilities: * Deliver excellent customer service to new and existing clients. * Manage initial onboarding processes for new clients, including opening brokerage accounts, transferring assets, and establishing cashiering and move-money needs. * Assist clients with account updates, fund transfers, and other requests. * Input and maintain client data on Salesforce, our CRM system. * Provide support to Investment Advisors in performing their responsibilities. * Coordinate client needs with TD Ameritrade, Schwab Institutional, and My529. Qualifications: * Previous experience at a financial services firm is highly preferred. * Strong attention to detail with the ability to prioritize and focus. * Exceptional organizational skills. * Excellent written and verbal communication skills. * Proficient in computer skills with an interest in learning new software and programs. * Preferred, but not necessary: life insurance license and notarial licenses. If you are a results-driven individual with a passion for delivering excellent customer service and have experience in wealth management, we encourage you to apply for this exciting opportunity at RVW Wealth. We are an established wealth advisory firm with offices in Los Angeles and Memphis, TN, and a team of 20 passionate and caring professionals who manage over $1 billion in client wealth. Join us in delivering excellent advice, strategic portfolios, and white-glove service to our clients. Please apply to be considered Company Description RVW Wealth LLC is an established wealth advisory firm with offices in Los Angeles and Memphis, TN. We are comprised of 20 passionate and caring team members who collectively manage $1 billion of client wealth. Affiliated with a CPA firm, we seek to deliver excellent advice, strategic portfolios and white-glove service.

Company Description

RVW Wealth LLC is an established wealth advisory firm with offices in Los Angeles and Memphis, TN. We are comprised of 20 passionate and caring team members who collectively manage $1 billion of client wealth. Affiliated with a CPA firm, we seek to deliver excellent advice, strategic portfolios and white-glove service.