Client Services Analyst

This is not a traditional back-office role. This opportunity places you directly alongside a growing advisory team, where you’ll be involved in real client relationships, sit in on meetings, and contribute to meaningful financial planning work from day one. Designed for someone who wants to build a long-term career in wealth management, this role offers high visibility, hands‑on experience, and a clear path for growth within a collaborative and fast-paced environment. The Client Service Specialist plays a key role in delivering a high-quality client experience while ensuring operational excellence across new business processing and onboarding. This individual will work closely with advisors, clients, and third‑party partners to ensure all client activity is handled accurately, efficiently, and professionally. Key Responsibilities Client Experience & Onboarding Serve as a primary point of contact for new clients throughout the onboarding process Ensure all documentation and account setup requirements are completed accurately and in a timely manner Prepare applications and paperwork in advance of client meetings to support advisors Maintain consistent communication with clients and partners to ensure a smooth transition into the firm Proactively track onboarding progress and follow up on outstanding items Operational Execution Process new business and manage workflows within CRM and custodial platforms Monitor submitted business to ensure accuracy, completeness, and timely execution Maintain organized records and adhere to compliance and documentation standards Assist in refining and improving onboarding processes and internal workflows Partner closely with advisors and operations teams to ensure seamless service delivery Participate in team meetings focused on workflow, client experience, and process improvements Support broader team initiatives, including training and onboarding of new staff Qualifications Prior experience within financial services required Familiarity with CRM systems and digital documentation tools (e.g. DocuSign or similar) Industry licenses preferred (Life & Health and/or FINRA registrations such as Series 6, 7, or 65), or willingness to obtain Strong communication skills, both written and verbal High attention to detail with the ability to manage multiple priorities Organized, proactive, and comfortable working in a fast‑paced, team‑oriented environment #J-18808-Ljbffr