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Client Services Representative

Infinity Financial Services
Oakland, CA, United States

Permanent, Full time


Assigned to the employee financial professional (FP), financial advisor (FA) or branch, utilize the client relationship model and turnkey tools to assist FPs/FAs in servicing clients by gathering and analyzing client data, help prepare financial plans, work with clients, process transactions and trades for clients, and other practice management tasks, as needed. Provide general administrative/reception/operations support as needed in the branch.


  • Assists advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.

  • Prepares and summarizes client meetings: schedules and confirms meetings, enters data into contact manager (CRM), creates agenda and summary of meetings, escorts clients to FPs/FAs and provides necessary follow-up.

  • Prepares and ensures online new business documents are successfully submitted: prepares forms, obtains appropriate esignatures or wet signatures, transmits to home office Operations Team, tracks new insurance applications and coordinates rollovers.

  • Prepares for and coordinates marketing events: obtains and/or creates marketing content, submits content for compliance approval, and manages event budget and payments.

  • Provides general administrative support: answers FP’s/FA’s phone, processes expense management reports, prepares routine client correspondence, supports closes, sets up client files, manages new business correspondence and alerts.


  • Bachelor’s degree or equivalent.

  • 3 - 5 years relevant experience required.

  • Series 7 or ability to obtain within 150 days.

  • State securities agent registration (S63 or S66) or ability to obtain within 150 days.

  • State IAR registration (S65 or S66) or ability to obtain within 150 days.

  • Life, accident, and health licenses, and variable contracts or ability to obtain within 150 days.

  • Experience working in a client service environment.

  • Detail-oriented, with strong math and analytical skills. Good organization and time management skills.

  • Able to manage multiple priorities at one time and prioritize effectively. Able to work independently with minimal supervision.

  • Able to communicate with all levels within the organization. Process-oriented and able to work with a team.

  • Strong computer and software skills.

About Infinity Financial Services:

Infinity Financial Services is a national, independent Investment and Wealth Management firm, founded with a vision: help enterprising financial professionals to grow truly independent, successful practices, leveraging leading-edge technologies and firm support.      

Based in Oakland, California, with branch offices around the U.S., Infinity's financial professionals offer an array of asset management, brokerage, insurance, financial planning, benefit plan, insurance, and risk management services. 

Infinity continues to grow because of our commitment to our financial professionals and investors. Financial professionals who join Infinity enjoy an open architecture work environment focused on individual responsibility, not overbearing scrutiny. We guide and collaborate with our professionals, providing the peer-to-peer support they need to succeed. We are large enough to provide a powerful, flexible virtual office technology platform, and small enough to support a personalized growth experience for each person and team.

If you join Infinity, you will discover a culture that fosters continuous improvement to everything we do and a passion for innovation and creativity. We offer competitive compensation and an attractive benefits program.  Please upload your resume and cover letter to apply to this position. Principals only. EOE.


Infinity Financial Services (IFS) will only communicate with a job application directly from an email address. Due to Covid-19 and social distancing, we may conduct interviews online. IFS will not request any form of payment during the interview process. Should you have any questions regarding the application process please contact IFS Human Resources at (888) 888-5321.