Client Services Representative

ABOUT OUR CLIENT

Our Client, a growing investment firm located in the West area, is seeking a Client Operations Professional to join their team. This role is central to ensuring that clients receive high-quality service and support, maintaining strong client relationships, and assisting advisors in delivering an exceptional client experience.

ABOUT THE ROLE

The Client Operations Professional will provide comprehensive service and operational support to advisors and their partners. This position is responsible for managing client onboarding, facilitating financial plan implementation, and ensuring timely and accurate account servicing. The role requires strong organizational skills, attention to detail, and the ability to effectively interact with clients and internal teams.

RESPONSIBILITIES

• Provide ongoing service and operational support to branch office advisors and their partners
• Facilitate development and administration of client financial plans
• Gather, organize, and process client-submitted financial documents and statements
• Oversee client onboarding, including preparation and processing of account opening paperwork and account transitions
• Track outstanding items and ensure timely follow-up
• Serve as the primary coordinator for client services such as insurance, estate, and tax
• Maintain and update client data in CRM and reporting systems
• Process client requests for transactions, distributions, and account maintenance
• Prepare account updates and documentation for client meetings
• Respond to client inquiries on both operational and planning-related topics
• Perform additional service-related or operational duties as assigned

QUALIFICATIONS

• Minimum of 4 years of experience in a similar client operations role
• Strong understanding of financial services concepts, including investments, retirement accounts, annuities, and insurance
• Proficiency in Microsoft Office Suite with strong technology skills
• Experience with Salesforce or other CRM systems preferred
• Excellent organizational skills with high attention to detail and accuracy
• Strong ability to prioritize tasks while working in a fast-paced environment
• Effective verbal and written communication skills
• Proactive and resourceful work style with a strong sense of ownership
• Professional, approachable demeanor with strong interpersonal skills