Phone Representative - Client Services

Job Title: Phone Representative - Client Services (HNW Focus)

Location: In-Office | Broward County, FL

Company: Lend a Hand Financial Services

Job Type: Full-time | Monday-Friday

About Us:

At Lend A Hand Financial Services, we are dedicated to guiding your future and protecting your legacy. Based in Broward County, we specialize in providing comprehensive financial solutions to high-net-worth (HNW) individuals and families. Our culture is rooted in integrity, excellence, and relationship-driven service.

Job Description:

We are seeking a professional and polished Phone Representative to serve as the front-line voice for our financial advisory team. You will handle incoming calls from HNW clients with care and confidence, acting as a trusted liaison between clients and our advisory team. Your goal is to ensure every interaction is handled with accuracy, discretion, and a high level of service.

Responsibilities:

• Professionally answer and direct incoming calls from clients, prospects, and vendors.
• Triage and escalate inquiries to appropriate advisors or team members with proper documentation in our CRM (Redtail).
• Schedule and confirm meetings, coordinate calendar availability, and provide appointment reminders.
• Respond to basic questions related to account paperwork, statements, meeting logistics, and service status updates.
• Uphold the highest level of confidentiality and compliance with regulatory guidelines (FINRA, SEC, etc.).
• Maintain detailed records of client interactions using Redtail CRM to support service quality, follow-up, and compliance.
• Assist with preparing and routing client documentation as needed.
  

Qualifications:

• Minimum of 2 years in a client service or administrative role, ideally in financial services, private banking, or wealth management.
  
• FINRA experience preferred (i.e., having worked in or supported a FINRA-registered firm).
• Exceptional verbal communication skills and a confident, composed phone presence.
• Strong organizational and multitasking abilities in a fast-paced environment.
• Familiarity with CRM systems (Redtail preferred) and Microsoft Office Suite.
• Discretion, professionalism, and emotional intelligence when interacting with HNW clients.
• Knowledge of financial industry terms and account operations is highly preferred.
• Bachelor’s degree in business, finance, or related field is a plus.
  

Compensation & Benefits:

• Competitive base salary
• Monthly performance incentives
• Paid time off and holidays
• On-site parking and a professional, collaborative office culture
• Career advancement opportunities in a growing firm

Join Our Mission
At Lend a Hand Financial Services, we pride ourselves on building trust, not just portfolios. If you’re passionate about delivering extraordinary client service and thrive in a professional, in-office setting, we invite you to become part of our growing team.