Client Representative (Entry Level)

Client Representative (Entry Level) FNA Advisors Newport, KY Job Details Part-time | Full-time | Contract $55,000 - $90,000 a year 5 hours ago Benefits Opportunities for advancement Flexible schedule Qualifications Driver's License Full Job Description We are seeking a motivated Entry‑Level Representative to join our growing financial services team. This role is ideal for candidates who are eager to begin a career in finance, enjoy helping clients, and thrive in a fast‑paced, professional environment. Training is provided, and strong performers will have opportunities for advancement. Key Responsibilities Serve as a primary point of contact for clients via phone, email, and in person Assist clients with account inquiries, service requests, and basic product information Support senior advisors with administrative tasks, data entry, and documentation Maintain accurate records in internal systems Help prepare client reports, summaries, and meeting materials Follow company policies, regulatory guidelines, and compliance requirements Contribute to a positive team environment and uphold a high standard of customer service Qualifications Strong communication and interpersonal skills High attention to detail and strong organizational abilities Ability to learn new systems, financial concepts, and workflows quickly Comfortable working with clients and problem‑solving in real time Skills That Will Help You Succeed Customer‑focused mindset Ability to manage multiple tasks Strong analytical and critical‑thinking abilities Professionalism and reliability What We Offer Comprehensive training program Competitive compensation Career development and advancement opportunities Supportive team environment Exposure to a wide range of financial products and services

Job Types:

Full-time, Part-time, Contract Pay:

$55,000.00 - $90,000.00 per year

Benefits:

Flexible schedule

Work Location:

In person