Financial Services Representative

Financial Services Representative — Remote

KMG Financial Services

KMG Financial Services helps individuals, families, and business owners access resources related to financial education, protection, retirement planning, budgeting, debt management, and legacy planning.

We are seeking a Financial Services Representative to provide professional, responsive support throughout the client experience. This position focuses on client communication, scheduling, administrative coordination, recordkeeping, and service support while working closely with appropriately licensed professionals.

Responsibilities

• Welcome prospective and existing clients and provide a professional, helpful first point of contact.
• Schedule consultations, confirm appointments, and follow up on client requests.
• Maintain accurate client records, notes, documents, and correspondence in the company’s CRM and secure systems.
• Coordinate with licensed agents and internal team members to support client onboarding, applications, and service requests.
• Communicate administrative information and next steps clearly and professionally.
• Direct questions regarding financial products, insurance, investments, taxes, or legal matters to the appropriately licensed or qualified professional.
• Prepare client-facing materials, appointment reminders, and follow-up communications.
• Assist with routine administrative tasks related to client service and account support.
• Protect confidential client information and follow company policies, procedures, and applicable privacy requirements.
• Provide timely and professional service by phone, email, video conference, and, when applicable, in person.
• Maintain organized records and demonstrate consistent follow-through on assigned tasks.

Qualifications

• 1+ year of experience in customer service, client support, administration, banking, insurance, or financial services preferred.
• Strong written and verbal communication skills.
• Excellent organization, attention to detail, and follow-through.
• Comfortable using Microsoft Office or Google Workspace, CRM systems, email, and video-conferencing platforms.
• Ability to handle confidential and sensitive information with professionalism and discretion.
• Strong customer-service mindset and ability to communicate clearly with individuals from diverse backgrounds.
• High school diploma or equivalent required; associate’s or bachelor’s degree preferred.
• Ability to work independently in a remote environment while collaborating effectively with a team.

Pay: $50,153.98 - $60,400.49 per year

Benefits:

• Flexible schedule
• Work from home

Work Location: Remote