Senior Client Services Representative
Express Employment Professionals
Job Description
Job Description
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Located in Phoenix, AZ Salary: 60k-70k Job Title: Senior Client Services Representative, Concierge Team - Advisor Support A growing SEC-registered RIA and TAMP platform is hiring a dedicated Senior Client Services Representative to join its Concierge / Advisor Support Team. In this role, you'll deliver high-touch operational and client service excellence to financial advisors and their clients. This is a dynamic blend of client service and operations, where you'll partner closely with internal teams, a nationwide network of financial advisors, and their staff to ensure seamless support and outstanding experiences. If you thrive in a collaborative environment and have proven experience servicing clients or advisors in the investment industry, this is an excellent opportunity to make a real impact. Competitive Compensation & Benefits- Competitive base salary based on experience + quarterly performance incentives
- Comprehensive benefits including healthcare coverage, life insurance, and 401(k)/profit sharing with match
- Remote flexibility with strong support for work-life balance
- Respond promptly to advisor and custodian requests via phone, digital app, and email
- Process account applications, transfers, updates, cash distributions, and resolve NIGO alerts efficiently
- Provide concierge-level operational support that enables high-growth advisors to focus on client relationships and practice expansion
- Collaborate with service, technical, and operational teammates in a highly interactive, team-oriented setting
- The chance to support successful financial advisors across the country in a fast-paced, growth-oriented environment
- Opportunities to build expertise in RIA/TAMP operations while working with modern tools and platforms
- A supportive culture that values exceptional service and professional development
- 3+ years of relevant experience in financial services, ideally at a registered investment advisor, custodian, or broker-dealer
- Professional phone presence and a genuine passion for delivering exceptional client/advisor care
- Excellent written and verbal communication skills with strong attention to detail and follow-through
- Proficiency with custodian platforms and industry technology
- Experience with major custodians or broker-dealers (LPL, Morgan Stanley, Edward Jones, Schwab, Fidelity, Raymond James, Merrill Lynch, Vanguard, JP Morgan Chase, Wells Fargo, or Pershing) is a strong plus
- Familiarity with Salesforce, Slack, and Orion is highly desirable
Vacancy posted 18 days ago
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