Client Services Representative

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.