Client Services Specialist - Financial Advisory Support
BridgePort Financial Solutions
BridgePort Financial Solutions is seeking a highly organized Client Services Advisor to support advisors and deliver an exceptional client experience. This role coordinates client service activities, meetings, planning support, and operational processes while ensuring client needs are addressed promptly and accurately. The position offers a hybrid schedule with three days in the office near our hubs. Ideal candidates have 4+ years in financial services, hold FINRA Series 65 or Series 66/7, and #J-18808-Ljbffr BridgePort Financial Solutions
Vacancy posted 8 hours ago
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