Customer Service Officers

At The Millstone Evans Group , we believe wealth planning should feel clear, personal, and human, not complex or transactional. We work closely with our clients to simplify financial decisions and help them build confidence over time. We’re a growing, high-touch wealth management firm with a strong reputation and a commitment to doing things the right way. As we grow, we are focused on building the right systems, processes, and team to support our clients while maintaining the personal relationships that have always been at the core of our firm.

As a Client Service Advisor , you will play a key role in supporting client relationships and overseeing day-to-day account administration. This position is responsible for driving execution, maintaining exceptional attention to detail, and delivering a high standard of client service throughout every stage of the client journey. You will partner closely with clients and internal team members to ensure requests are handled efficiently, accounts are serviced accurately, and follow-up actions are completed seamlessly. Through your commitment to excellence, you will help strengthen client relationships, provide exceptional client experience, and support the firm's continued growth and long-term success.

Conduct regular client outreach and review meetings to discuss investment allocations, financial objectives, and risk tolerance; document notes, recommendations, and follow-up actions in CRM to ensure accurate recordkeeping
Support account management and service activities through Raymond James, including account maintenance, transfers, and documents processing
Assist with trade execution, cash management requests, and ongoing account servicing and management
Coordinate the onboarding process for new clients, delivering a seamless and professional experience from account opening through implementation
Serve as a primary point of contact for client inquiries, handling emails, phone calls, and day-to-day service requests with professionalism and responsiveness
Contribute to special projects, operational enhancements, and firm-wide initiatives to support business growth and continuous improvement

Previous experience in wealth management, financial services, or a Registered Investment Adviser (RIA) environment preferred
Working knowledge of client account administration, trade processing, new account onboarding, and ongoing account maintenance
Proficiency with CRM systems and custodian platforms; experience with Redtail CRM and Raymond James platform is a plus
Strong verbal and written communication skills, with the ability to interact professionally and effectively with clients, advisors, and team members
Collaborative, team-oriented mindset with a willingness to take ownership, contribute where needed, and support the success of the broader organization

Performance-based bonus aligned to individual and firm success

• Health, dental, and vision insurance
• Retirement plan with employer contribution
• Generous paid time off and holidays