{"id":2375065,"url":"https://alion.io/job/ima-financial-group-client-service-representative","title":"Client Service Representative","company":{"id":1861625,"name":"IMA Financial Group","domain":"imacorp.com","url":"https://alion.io/company/imacorp","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":75,"open_postings":15,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-14T06:34:16Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"internship","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Wichita, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":32000,"max_usd":62000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1000},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-07-08T01:10:03Z","employer_posted_date":"2026-10-05","last_verified_at":"2026-10-14T08:40:28Z","board_verified":true,"closed_at":null,"days_open":98,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":98},"description":"Overview:\nThe Client Service Representative serves as the primary operational and service interface for clients focused on delivering responsive support, supporting Private Wealth advisors, and ensuring a consistent client experience. We provide service to our clients with passion and integrity. At IMA, we have a strong focus on employee development and collaboration. Through comprehensive training, mentorship, and client-centric innovation, our service professionals are empowered to transform clients’ lives while growing in their own careers.\n Key Responsibilities: \nManage existing client relationships with moderate guidance by processing client requests, resolving client inquiries, and making sure key client information is up to date.\nDemonstrate Proactive solutions-based approach to enhancing client relations\nOnboard new clients by collecting client data, financial statements, and training on digital tools\nDrive client retention by proactively reaching out to clients and documenting follow up\nWork collaboratively with an investment team, compliance, financial planning and Private Wealth advisors to provide a consistent client experience\nCollaborate with partners to ensure consistent client service quality.\nPerform administrative duties that support the Private Wealth advisor including but not limited to answering phones, scheduling appointments, and business travel.\nEngage in available training and educational opportunities to stay current on policies and procedures\nSupports and demonstrates IMA’s core values\nValues and understands the importance of diversity, equity, and inclusion among all IMA associates\nPerform other work-related duties as assigned.\nRequired Experience and Skills: \nBachelor’s Degree preferred\n2 to 3 years of similar or related experience preferred\nMust currently hold, or obtain within 120 days of employment, a FINRA Series 65 license\nContinued employment is contingent upon obtaining the license within this timeframe.\nExperience working with high-net-worth individuals and families\nProficiency with Salesforce, Microsoft Office suite, and AI tools.\nCompensation & Benefits\nBeing a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:\nAnnual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities. \n*These benefits do not apply to internship roles.\nWhy Join IMA?\nWe’ve built a reputation for putting our associates first\nWhat if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.\nWe work in teams. We sell in teams. We win and prosper as a team\nWe provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.\nWe are recognized nationally as a leader in our industry\n Business Insurance Magazine - Best Places to Work in Insurance \n US Insurance Awards - Community Outreach Project of the Year\n U.S. Chamber of Commerce Citizen Awards - Best Corporate Steward finalist\n Inc. Magazine Best Workplaces \n Inc. 5000 - List of Fastest Growing Companies \n Alaska Journal of Commerce - Best Workplaces in Alaska \n Charlotte Business Journal - Best Places to Work \n Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies \n Connecticut Top Workplaces \n Dallas Business Journal - Best Places to Work \n Denver Business Journal - Best Places to Work\n Denver Business Journal - Fast 50\n Kansas City Business Journal - Best Places to Work \n Los Angeles Business Journal - Best Places to Work \n Puget Sound Business Journal - Washington’s Best Workplaces \n Tampa Bay Times - Best Workplaces\n The Salt Lake City Tribune Top Workplaces \n Utah Business - Best Places to Work\n Wichita Business Journal - Best Places to Work\nThis Job Description is not a complete statement of all duties and responsibilities comprising this position.\nThe IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.","description_format":"text","description_chars":5508,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Flexible schedule","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Insurance Brokers & Agencies"],"lifecycle":[{"event":"open","at":"2026-10-12T18:24:21Z"}],"visa":[],"liveness":{"score":5,"band":"cold","label":"Long shot","p_open":1,"p_active":0.184,"p_room":0.28,"age_days":98,"expected_fill_days":29,"reasons":["conf:3","stale_co","win:tail","crowd:junior"],"computed_at":"2026-10-14T06:34:16Z"},"pay":null,"html_url":"https://alion.io/job/ima-financial-group-client-service-representative","json_url":"https://alion.io/job/ima-financial-group-client-service-representative.json","meta":{"generated_at":"2026-10-14T11:24:08Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":13629,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1861625},"rest":"https://alion.io/mcp/rest/get_company?id=1861625"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fima-financial-group-client-service-representative"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fima-financial-group-client-service-representative"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fima-financial-group-client-service-representative"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ima-financial-group-client-service-representative\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fima-financial-group-client-service-representative"}]}