- Are you passionate about providing extraordinary care and building relationships with clients? As a Client Services Representative, you’ll support members, partners, plan sponsors, and investment professionals, ensuring they receive expert assistance with account inquiries, plan fees, and investment-related questions. If you’re detail-oriented, customer-focused, and eager to make an impact in the financial industry, we’d love to hear froAre you passionate about providing extraordinary care and building relationships with clients? As a Client Services Representative, you’ll support members, partners, plan sponsors, and investment professionals, ensuring they receive expert assistance with account inquiries, plan fees, and investment-related questions. If you’re detail-oriented, customer-focused, and eager to make an impact in the financial industry, we’d love to hear fro
