About this role
Client Service Representative at IMA Financial Group. Location: Wichita, Kansas, United States. Role: managing relationships, onboarding clients, processing requests Requirements: 2+ years related experience preferred, must obtain FINRA Series 65 within 120 days, proficiency with Salesforce, Microsoft Office and AI tools, experience with high-net-worth clients, Bachelor's degree preferred. Category: Customer Service Seniority: Entry Level Tools: Salesforce, Microsoft Office, AI tools Certifications: series 65 Commitment: Full Time Workplace: Onsite Languages: English