IMA Financial Group

Client Service Representative

Wichita, KS · Internship

Sponsorship not specifiedDetected 14 days ago

SalesforceMentoringMicrosoft Office

About the role

Manage existing client relationships with moderate guidance by processing client requests, resolving client inquiries, and making sure key client information is up to date.
Drive client retention by proactively reaching out to clients and documenting follow up
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.
Supports and demonstrates IMA's core values
Perform other work-related duties as assigned.
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.

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.
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

Engage in available training and educational opportunities to stay current on policies and procedures
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
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.
These benefits do not apply to internship roles.
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?

This listing is sourced directly from IMA Financial Group's careers page and normalized into a canonical job model.