Job Title
Client Services Representative
Overview
Our client, a growing wealth management and financial services organization, is seeking a Client Services Representative to join their operations team. This role is ideal for a detail-oriented professional who enjoys building relationships, solving operational challenges, and supporting financial advisors in a fast-paced environment. The individual will serve as a key liaison between advisors and internal departments, managing onboarding, account administration, and day-to-day operational support while contributing to process improvement initiatives and delivering an exceptional service experience.
Compensation: $60,000-$70,000/year
Key Responsibilities
- Serve as the primary operational contact for assigned financial advisors and advisory teams.
- Lead advisor onboarding and transition activities, ensuring a smooth and efficient implementation process.
- Coordinate with internal departments to resolve operational issues and support advisor business needs.
- Manage account administration activities, including account openings and closings, maintenance requests, transfers, cash movements, and other operational transactions.
- Respond to advisor inquiries and provide timely, accurate solutions to operational and service-related matters.
- Build and maintain strong professional relationships with advisors and support staff through exceptional service and proactive communication.
- Execute operational projects, process improvement initiatives, and department growth strategies.
- Ensure all activities are completed accurately, efficiently, and in accordance with compliance and regulatory requirements.
- Collaborate with team members to support departmental objectives and maintain service excellence.
- Assist with additional operational and administrative responsibilities as assigned.
Qualifications
- Experience in wealth management, asset management, financial services, or a related industry.
- Working knowledge of investment products, advisory operations, and account servicing processes.
- Familiarity with custodial and wealth management platforms such as Schwab, Fidelity, Orion, or similar systems preferred.
- Strong customer service orientation with a commitment to delivering a high-quality advisor experience.
- Exceptional organizational skills with the ability to manage multiple priorities in a fast-paced environment.
- High level of accuracy, attention to detail, and personal accountability.
- Strong problem-solving and critical-thinking abilities.
- Ability to remain composed and effective under pressure while managing challenging situations.
- Excellent verbal and written communication skills.
- Demonstrated ability to build relationships and collaborate effectively across teams.
- Continuous improvement mindset with a focus on operational efficiency, scalability, and service excellence.
- Positive attitude, adaptability, and openness to feedback and professional development.
