Senior Client Service Representative
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Fortune Financial
📍 Hopkins, Minnesota, United States
Job Description
Financial Services - Senior Client Service Representative Full-Time
Position: Senior Client Service Representative.
Position: Senior Client Service Representative.
Reports to: Director of Client Services.
COMPENSATION & BENEFITS:
- PTO package, including vacation and holidays.
- Medical, Dental, Employer-paid Life Insurance, Short-Term and Long-Term Disability Insurance.
- 401K with Profit Sharing.
ORGANIZATION/BUSINESS OVERVIEW:
Fortune Financial is a team of experienced financial professionals who provide personalized, goal-based strategies and advice for individuals, corporate executives, business owners, and their families. Our group offers specialized expertise in developing comprehensive, results-focused financial strategies to enable clients to pursue long-term financial success efficiently.
POSITION SUMMARY: