Senior Client Service Representative

Fortune Financial

📍 Hopkins, Minnesota, United States

Fulltime Information and Record Clerks

Job Description

Financial Services - Senior Client Service Representative Full-Time

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: