Overview:

The Client Service Representative serves as the primary operational and service interface for clients focused on delivering responsive support, supporting Private Wealth advisors, and ensuring a consistent client experience. We provide service to our clients with passion and integrity. At IMA, we have a strong focus on employee development and collaboration. Through comprehensive training, mentorship, and client-centric innovation, our service professionals are empowered to transform clients’ lives while growing in their own careers.

Key Responsibilities:

Manage existing client relationships with moderate guidance by processing client requests, resolving client inquiries, and making sure key client information is up to date.
Demonstrate Proactive solutions-based approach to enhancing client relations
Onboard new clients by collecting client data, financial statements, and training on digital tools
Drive client retention by proactively reaching out to clients and documenting follow up
Work collaboratively with an investment team, compliance, financial planning and Private Wealth advisors to provide a consistent client experience
Collaborate with partners to ensure consistent client service quality.
Perform administrative duties that support the Private Wealth advisor including but not limited to answering phones, scheduling appointments, and business travel.
Engage in available training and educational opportunities to stay current on policies and procedures
Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Perform other work-related duties as assigned.

Required Experience and Skills:

Bachelor’s Degree preferred
2 to 3 years of similar or related experience preferred
Must currently hold, or obtain within 120 days of employment, a FINRA Series 65 license
Continued employment is contingent upon obtaining the license within this timeframe.
Experience working with high-net-worth individuals and families
Proficiency with Salesforce, Microsoft Office suite, and AI tools.

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The anticipated posting timeline for this opportunity is 5/27/2026-6/27/2026.

Salary Range

$60,000—$75,000 USD

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

2020-2023 Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine’s Best Workplaces
2023 Denver Business Journal’s Best Places to Work
2022-2023 Connecticut Top Work Places
2021-2023 Inc. 5000’s List of Fastest Growing Companies
2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
2022-2023 Kansas City Business Journal’s Best Places to Work
2021-2023 Charlotte Business Journal’s Best Places to Work
2021-2023 Los Angeles Business Journal’s Best Places to Work
2021-2023 The Salt Lake City Tribune Top Work Places
2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
2021 Dallas Business Journal’s Best Places to Work
2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc.

Client Service Representative

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IMA Financial Group