Financial Client Success Representative

Join us at Big Money Retirement, where we’re not just guiding financial futures; we’re transforming lives by empowering clients to embark on a new chapter with confidence. As a Financial Client Success Representative, you’ll be at the heart of this mission, building strong relationships and delivering personalized financial strategies that align with each client’s unique goals. You’ll work alongside a team committed to innovation and growth, ensuring clients receive the guidance they need to navigate retirement with clarity and assurance. In this role, you’ll engage directly with clients, providing insightful advice and support tailored to their individual needs. This is not a call-center position; it is a professional service role requiring sound judgment, stellar attention to detail, quick critical thinking, and a high degree of self-driven excellence within a fast-paced environment. Your ability to communicate clearly and effectively will foster trust and long-lasting partnerships. We value your expertise and offer a collaborative environment where you can thrive and develop professionally. At Big Money Retirement, we celebrate diversity and are dedicated to creating an inclusive workplace that reflects the communities we serve. Join us, and let’s lead clients toward a future filled with possibility and purpose. Compensation: $55,000 - $65,000 + performance bonus DOE Responsibilities: Client Support & Communication Respond to calls and emails from clients, advisors, and internal teams Provide clear, accurate information on retirement accounts and processes Communicate timelines, requirements, and next steps with professionalism and empathy Advisor Support & Client Onboarding Partner with financial advisors to support client needs Process advisor-submitted requests accurately and efficiently Assist with applications, account setup, and documentation Proactively follow up on outstanding or time-sensitive items Account Maintenance & Processing Process account updates, beneficiary changes, and service requests Handle transfers, rollovers, contributions, and distributions Ensure all work is accurate, compliant, and completed on time Issue Resolution Investigate and resolve complex or sensitive inquiries Collaborate with internal teams to resolve issues efficiently Maintain ownership until full resolution is achieved Systems & Compliance Navigate CRM systems and financial platforms to research and process requests Authenticate clients and follow regulatory requirements Maintain strict confidentiality and escalate any irregular activity Client Experience Build trust through active listening and clear communication Simplify complex processes for clients Provide reassurance during challenging situations Deliver a consistent, high-quality experience across all interactions Qualifications: Experience 1–2 years of customer service experience (financial services preferred) Experience with retirement or investment accounts is a strong plus Strong aptitude and willingness to learn will be considered Education Associate or bachelor’s degree in business, finance, or related field preferred Technical Skills Proficiency in Microsoft Office (Excel, Word, Outlook) and Google Workspace Experience with CRM systems and financial platforms Ability to work across multiple systems efficiently Core Strengths Strong communication and active listening skills Detail-oriented and highly organized Empathetic, patient, and professional Proactive problem solver with adaptability Reliable, collaborative, and accountable Motivated to build a long-term career Performance Metrics Responsiveness and timeliness Client satisfaction (CSAT) Accuracy and compliance Quality and speed of issue resolution Advisor feedback Client onboarding accuracy Documentation and follow-through System proficiency About Company At Big Money Retirement, we don’t just help people retire— we lead them through one of the most pivotal transitions of their lives. Retirement isn’t just about finances; it’s about stepping confidently into a future filled with possibility. That’s why we see ourselves as more than financial advisors—we are trusted guides, strategic partners