Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Service Advisor

Retirement Income Source

Job Type


Full-time

Description

POSITION: Client Service Advisor


Location: Westbrook, CT

FLSA Classification: Exempt


Who We Are

At Retirement Income Source SFG , we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor. We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you're enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

The Client Service Advisor is a relationship-driven professional responsible for expanding client engagement and contributing to the firm's revenue growth. This role blends financial consulting with proactive business development by nurturing existing client relationships and identifying new opportunities to onboard prospective clients. The ideal candidate possesses a strong foundation in financial services, exceptional interpersonal skills, and the ability to match client needs with tailored financial solutions. By leveraging the firm's established expertise and resources, the Client Service Advisor plays a critical role in delivering value to clients while advancing the firm's business goals.


Key Responsibilities

• Analyze current client portfolios to identify opportunities for cross-selling and up-selling additional financial products and services

• Develop and execute personalized strategies to deepen relationships with existing clients and drive retention

• Proactively engage in marketing and outreach efforts to attract new clients through networking, referrals, and campaigns

• Conduct consultative meetings with prospects to assess financial goals and recommend tailored solutions

• Guide new clients through the onboarding process, ensuring a seamless and professional experience

• Meet or exceed individual sales goals and revenue targets through new business development and client expansion

• Maintain accurate and detailed records of client interactions, activity tracking, and progress toward goals

• Collaborate with internal teams to coordinate service delivery and ensure consistent, high-quality client experience


Benefits

We're proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:• 100% employer-covered medical benefits and HRA account • Dental & vision plans • Short and long-term disability insurance • PTO + 10 NYSE company holidays per year • 401K with company match program• Free onsite parking• Company-provided laptop and required technology


The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.

Requirements

Must-Have Qualifications

Background and Education:

• Bachelor's degree in Finance, Business, or a related field preferred

• Proven experience in financial services, client relationship management, or advisory roles

• Demonstrated success in sales, client acquisition, or revenue-generating positions

Technology Expertise:

• Proficiency with CRM systems (e.g., Salesforce) and financial planning software

• Comfortable using virtual meeting platforms and digital communication tools

• Strong knowledge of Microsoft Office Suite, particularly Excel and Outlook

Regulatory Awareness:

• Active Series 65 license or combination of Series 7 and 66 required

• Understanding of fiduciary responsibilities and compliance with SEC/FINRA regulations

• Commitment to maintaining continuing education and staying informed on industry regulations

Physical & Work Environment Requirements

• Ability to work for extended periods at a desk using a computer.

• Ability to lift up to 10 pounds if/when necessary.

• Routine use of telephone and email.

• Office-based role with potential travel to conferences, events, and satellite offices as needed.

Retirement Income Source SFG is an E-Verify employer.


Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications, and business needs.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Service Advisor in Westbrook, CT vacancy
  •  ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage... 
    Suggested
    Contract work
    Part time
    Local area

    Dollar Tree

    Old Saybrook, CT
    4 days ago
  •  ...and company. We are seeking an enthusiastic, customer focused representative who enjoys learning technical aspects of products and services. Responsibilities Job responsibilities include: Knowledgeable representative for product expertise while recognizing... 
    Suggested
    Temporary work
    For contractors
    Local area
    Flexible hours

    Infiltrator Water Technologies by ADS

    Old Saybrook, CT
    2 days ago
  •  ...experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Customer Experience Engages customers and patients by greeting them and offering assistance with products and services.... 
    Suggested
    Work experience placement
    Seasonal work
    Local area
    Flexible hours
    Shift work
    Afternoon shift

    Walgreens Boots Alliance

    Westbrook, CT
    2 days ago
  •  ...Wealth Management Group Client Service Representative Active member of the Wealth Management Group responsible for delivering high-quality client service and operational support. Manages account-related service, onboarding, and ongoing maintenance for MAI Wealth Management... 
    Suggested
    Work at office

    MAI Capital Management, LLC

    Madison, CT
    3 days ago
  •  ...experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. In accordance with state and federal regulations, assists the pharmacist, under direct supervision, in the practice of pharmacy... 
    Suggested
    Work experience placement
    Seasonal work
    Local area
    Immediate start
    Flexible hours
    Shift work
    Afternoon shift

    Walgreens Boots Alliance

    Westbrook, CT
    4 days ago
  • $2,000 per month

     ...need the right representative to go into the field and sell our services. Who Are We? The Brothers that just do Gutters are a full-...  ...efforts. We don't do 4-hour hard/ pushy sales closes. We educate our clients, show them the best solutions for their situations and sell... 
    Flexible hours

    Brothers That Just Do Gutters

    Centerbrook, CT
    3 days ago
  • $17.94 - $20 per hour

     ...customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. In accordance with state and federal regulations, assists the pharmacist, under direct supervision, in the practice of pharmacy.... 
    Hourly pay
    Work experience placement
    Seasonal work
    Local area
    Immediate start
    Flexible hours
    Shift work
    Afternoon shift

    Walgreens

    Deep River, CT
    16 hours ago
  • $16.94 per hour

     ...talented people to make this happen!! The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable...  ...-quality professional beauty products and exceptional customer service. At our Company, we find beauty in diversity. Our inclusivity and... 

    CosmoProf Beauty

    Old Saybrook, CT
    3 days ago
  •  ...experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. In accordance with state and federal regulations, assists the pharmacist, under direct supervision, in the practice of pharmacy... 
    Hourly pay
    Part time
    Work experience placement
    Seasonal work
    Work at office
    Local area
    Immediate start
    Flexible hours
    Shift work
    Afternoon shift

    Walgreens

    Deep River, CT
    2 days ago
  •  ...Overview We are seeking a professional, customer-focused Customer Service Representative to join our team. This individual will serve as...  ...in customer service, call center support, or a similar client-facing role. • Demonstrated ability to handle inbound calls efficiently... 
    Work at office

    Robert Half

    Westbrook, CT
    26 days ago
  • $18 - $23 per hour

     ...the United States and Canada. Built upon principles of customer service and leadership, not only living our company values to be more...  ...serves residential, institutional, and commercial customers and clients across the United States and Canada. We have built our heritage... 
    Hourly pay
    Work at office

    IICRC

    Clinton, CT
    4 days ago
  • $70k - $90k

     ...Service Advisor Position At Kia Of Old Saybrook Here at Kia of Old Saybrook, we strive to make every client a client for life. Happy employees make happy clients, and we reward individuals who are ready to work hard and stay motivated. Every employee at Kia of Old... 

    Kia of Old Saybrook

    Old Saybrook, CT
    15 hours ago
  • $17 - $23 per hour

     ...directing patients appropriately. Provide a high level of customer service to patients, families, and clinical staff, demonstrating...  ...market. With a network of almost 20,000 consultants and 5,000 clients across the U.S., Canada, Asia and Europe, Actalent serves many... 
    Contract work
    Temporary work
    Work at office
    Shift work

    Actalent

    Westbrook, CT
    3 days ago
  •  ...neighborhoods for more than a century. A lot has changed in that time, but one thing remains the same: our commitment to providing exceptional service and creating a positive shopping experience. We are currently looking for a dedicated professional to join our team in Old Saybrook... 
    Night shift

    Stop & Shop

    Old Saybrook, CT
    2 days ago
  • $70k - $120k

     ...professionalism, integrity, accountability, and continuous improvement. Who We're Looking For Retail management Banking and financial services Hospitality Restaurant management Customer service Technology and wireless sales Business-to-business sales Military service... 

    Westbrook Honda

    Westbrook, CT
    4 days ago
  •  ...Installer Service Specialist The Installer Service Specialist is an experienced and technical parts specialist who services the needs of professional customers through the store's installer counter. This position will oversee and direct the daily activity of the delivery... 
    Local area
    Remote work
    Flexible hours

    O'Reilly Auto Parts

    Old Saybrook, CT
    1 day ago
  • $16.15 - $28.8 per hour

     ...well-being of our community. Discover high levels of teamwork, robust medical resources and a deep commitment to exceptional care and service. Join a leading community-based medical group and discover the meaning behind Caring. Connecting. Growing together. ProHealth... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area
    Immediate start
    Monday to Friday
    Shift work

    UnitedHealth Group

    Essex, CT
    3 days ago
  •  ...new opportunity to GROW your career, Apply Online today to begin your journey with a winning Team that strives to achieve Customer Service Excellence every day! Job Snapshot: Our valued team of Sales Associates are responsible for providing excellent customer service... 
    Daily paid
    Full time
    Flexible hours

    Atlantis Management Group

    Old Saybrook, CT
    2 days ago
  • $16.94 per hour

     ...returns into exchanges when possible. Communicate needs to management: Regularly inform management about merchandise restocking, service requirements, and any customer feedback in a timely manner. Support team and company goals: Collaborate with the team to achieve... 
    Hourly pay
    Local area
    Immediate start
    Flexible hours
    Night shift
    Weekend work
    Afternoon shift

    Five Below

    Old Saybrook, CT
    4 days ago
  • $16.94 - $21.2 per hour

     ...customer experiences. Share product knowledge and recommendations to help style the customer. Use brand behaviors and personalized service to drive brand loyalty. Uphold the highest visual and operational standards while keeping the focus on the customer. Use... 
    Hourly pay
    Part time
    Flexible hours
    Afternoon shift

    KnitWell Group

    Westbrook, CT
    3 days ago
  •  ...and colleagues with respect   BASIC QUALIFICATIONS ~ High School Diploma or GED ~1+ years experience in retail or customer service ~ Familiarity with point of sale systems, computers & calculators with basic phone and math skills ~ Embrace new technology & change... 
    Minimum wage
    Part time
    Local area

    EssilorLuxottica

    Old Saybrook, CT
    3 days ago
  •  ...at end of day's business. Clock in/out according to company policy. Other additional duties as assigned, including customer service, sweeping, general stocking and straightening stock, merchandising, running errands, handling core returns, checking in and putting... 
    Local area
    Immediate start
    Flexible hours

    O'Reilly Auto Parts

    Old Saybrook, CT
    1 day ago
  •  ...central point of communication among patients, providers and other members of the health care team. Must provide superior level of service excellence to patients, physicians and staff in a caring and supportive manner. Protects patients' rights by maintaining strict patient... 
    Work at office
    Shift work
    Weekend work

    Middlesex Hospital

    Old Saybrook, CT
    1 day ago
  •  ...across the Connecticut area and annual fuel volume of over 700 million gallons. We offer each of our customers' superior customer service and support, provided by innovative, dedicated, talented and experienced employees. Job Location: Sunoco (Boston Post Rd) Old Saybrook... 
    Flexible hours
    Shift work

    Henny Penny

    Old Saybrook, CT
    1 day ago
  •  ...architecture. This attention to detail extends to exemplary customer service and local philanthropic engagement. Our "Culture of...  ..., Sales Associates are the experts in taking care of clients, selling, and creating a unique shopping experience with new and... 
    Work at office
    Local area
    Shift work

    J.McLaughlin

    Madison, CT
    1 day ago
  •  ...• Learn and Grow: Enhance your skills with hands-on training and collaborate with experienced professionals to provide top-tier service. • Collaborate & Contribute: Work closely with your team and leadership to maintain a positive, supportive environment where everyone... 
    Minimum wage
    Temporary work
    Seasonal work
    Live in
    Local area
    Worldwide

    EssilorLuxottica

    Clinton, CT
    1 day ago
  • $20k

     ...rotation in partnership with other members of the core call team. Willingness to respond to emergency calls and provide anesthesia services within the hospital setting. Required to give 90 days? notice when transitioning or resigning from the call team.... 
    Full time
    Work experience placement
    Relocation package
    Flexible hours
    Shift work
    Night shift
    Afternoon shift

    Yale New Haven Health

    Old Saybrook, CT
    21 hours ago
  • $45k - $55k

     ...school system preferred or equivalent work experience. Experience with enterprise network and wireless systems Knowledge of directory services and account management systems Ability to troubleshoot printers, computers, and system software Responsibilities Assists with... 
    Work experience placement
    Immediate start

    Sylvania Inc

    Westbrook, CT
    21 hours ago
  • $21 - $24 per hour

     ...County. Some flexibility is required to accommodate the work schedules of the individuals we support. The Job Coach will provide services and supports that expand equitable employment opportunities for individuals with disabilities in inclusive workplaces. Essential... 
    Hourly pay
    Full time
    Internship
    Local area
    Immediate start
    Monday to Friday
    Flexible hours
    Weekend work
    Day shift

    UCP of Eastern CT

    Old Saybrook, CT
    15 hours ago
  •  ...The Parts Specialist will provide all retail and installer customers with a high level of service. This position will also support store management in the accomplishment of assigned tasks. Bilingual candidates encouraged to apply. ESSENTIAL JOB FUNCTIONS Follow and promote... 
    Local area
    Flexible hours

    Dormont Manufacturing Company

    Old Saybrook, CT
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Advisor. Be the first to apply!