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 [email protected].