About this role
Client Service Representative at IMA Financial Group. Location: Denver, Colorado, United States. Role: Manage client relationships, Onboard clients, Drive retention Requirements: Bachelor’s degree preferred; 2-3 years related experience; FINRA Series 65 license within 120 days; experience with high-net-worth clients; proficient with Salesforce, Microsoft Office, and AI tools. Category: Customer Service Seniority: Mid Level Tools: Salesforce, Microsoft Office, AI tools Certifications: finra series 65 Commitment: Full Time Workplace: Onsite Languages: English