Client Service Representative

McLaughlin Ryder Investments•Alexandria, VA

9d•Onsite

About The Position

McLaughlin Ryder Investments, Inc. (MRI) is a well-established and reputable dually registered broker-dealer and investment advisor. With a focus on the best interests of our clients, we provide comprehensive brokerage and wealth management services to a diverse range of individuals, trusts, estates, family offices, charitable organizations, employer-sponsored retirement plans, and businesses. We are seeking a highly motivated, experienced, and registered Client Service Representative (CSR) to join our growing firm. In this role, you will be a vital contributor to maintaining strong client relationships and delivering exceptional service. This is an exciting opportunity to work in an environment that encourages professional growth and fosters collaboration.

Requirements

Minimum three years of experience in a CSR role or equivalent
Proficiency in Office 365 Suite including Word, Excel, and PowerPoint
Exceptional organizational, interpersonal, oral, and written communication skills
Self-starter with the ability to independently manage projects and follow through to completion
Extraordinary attention to detail with a commitment to getting things right the first time
Commitment to strict confidentiality
Demonstrated a sense of responsibility and ownership of assignments
Professional attitude and appearance

Nice To Haves

Registration of Series 7 and 63 licenses

Responsibilities

Assist senior-level representatives and advisers in delivering exceptional service to clients.
Process new account applications and account service requests accurately and efficiently.
Troubleshoot, research, and resolve client inquiries regarding their accounts.
Proactively engage with clients through initiatives such as birthday and thank you notes and sharing relevant articles.
Schedule adviser meetings and appointments.
Create client financial planning documents to support representatives and advisers.
Maintain and update client relationship management (CRM) software (Redtail).
Prepare comprehensive meeting documents using industry-standard tools such as Albridge, FI360, and NaviPlan.
Collaborate with external vendors, including our primary custodian, Pershing, to facilitate client accounts and transactions.
Contribute innovative ideas to enhance client service and improve processes.
Organize logistics for team events, ensuring successful coordination.
Perform administrative duties, including answering phones, taking messages, and greeting clients.
Perform other assigned duties as necessary.