Client Services Representative
Location
San Francisco, CA
Job Type
Full-time
Category
other-general
Posted
May 02, 2026
Description
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.
Responsibilities:
• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.
• Process wire transfers securely and in accordance with regulatory requirements.
• Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.
• Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.
• Build and maintain strong client relationships through proactive and person...
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.
Responsibilities:
• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.
• Process wire transfers securely and in accordance with regulatory requirements.
• Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.
• Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.
• Build and maintain strong client relationships through proactive and person...