Client Services Representative

Client Services Representative

The Client Services Representative serves as a key point of contact between Financial Advisors and clients. This role is responsible for delivering exceptional client service, supporting advisor business operations, managing administrative tasks, and ensuring timely follow-through on client requests and regulatory requirements. The ideal candidate is highly organized, responsive, detail-oriented, and committed to creating a positive client experience.

What You Will Do

Serve as a liaison between Financial Advisors and clients, ensuring a high level of service and responsiveness.
Answer incoming calls, schedule appointments, and coordinate meeting logistics.
Prepare meeting materials, client presentations, illustrations, reports, graphs, and charts to support advisor-client interactions.
Process and complete client paperwork accurately and efficiently, including all required follow-up activities.
Communicate with clients by phone, virtual meetings, and in-person interactions to address questions and ensure service expectations are met.
Coordinate client events, including planning, communication, and post-event follow-up.
Maintain accurate client records and documentation in accordance with company policies and regulatory requirements.
Perform proactive client outreach regarding time-sensitive activities, including Required Minimum Distributions (RMDs), quarterly reviews, annual reviews, and other client service initiatives.
Take ownership of client inquiries and requests by partnering with internal departments to ensure timely resolution and exceptional service delivery.
Educate clients on account services, platform capabilities, and technology solutions.
Complete required training and support the implementation of new tools, technologies, and processes.
Maintain detailed client communication records and compliance documentation within AdviceWorks, SmartWorks, Redtail, and other required systems.
Partner with Advisors through regular meetings to support business planning, marketing initiatives, client communication strategies, task management, and service workflows.

What You Need to Have

High School Diploma or GED required.
Experience in an administrative, customer service, client support, or office operations role.
Strong organizational and time management skills with the ability to manage multiple priorities.
Excellent verbal and written communication skills.
Proficiency with Microsoft Office Suite, including Word, Excel, and PowerPoint.
Ability to learn and adapt to new systems, software applications, and business processes.

What's Nice to Have

Experience supporting Financial Advisors, Registered Representatives, or wealth management professionals.
Background in financial services, banking, insurance, or a related industry.
Bachelor's degree in finance, Business, Marketing, Communications, or a related field.
Strong attention to detail with the ability to produce accurate and timely work in a fast-paced environment.
Proven ability to independently manage workload while adapting to changing priorities and urgent requests.
Self-motivated team player who can work effectively both independently and collaboratively.
Professional, positive, and client-focused demeanor with strong interpersonal skills.
Ability to handle confidential information with discretion and integrity.
Strong listening skills with the ability to retain information and execute tasks accurately.
This role may serve as an entry point into a broader career pathing program for future opportunities requiring industry experience and licenses, such as Insurance, FINRA Series 7, and Series 66 or Series 63/65.

This individual will make a meaningful impact by supporting advisor success, strengthening client relationships, and contributing to a professional, service-focused client experience.

Compensation

The base annual salary range is $37,000-$47,000 with an hourly range of approximately $17.80 to $22.60. This role is also eligible plus a competitive performance-based bonus and a generous incentive compensation package. Base salary depends on several factors, including skill set, years and depth of experience, certifications, location, geography, and cost of labor considerations.

Job Info

Job Identification 6654, Job Category Growth & Sales, Posting Date 09/15/2026, 09:28 PM, Job Schedule Full time, Locations Mechanicsburg (On-site)