Client Service Support Rep

Serve as a liaison between Financial Advisors and clients, ensuring a high level of service and responsiveness.

Prepare meeting materials, client presentations, illustrations, reports, graphs, and charts to support advisor-client interactions.

Communicate with clients by phone, virtual meetings, and in-person interactions to address questions and ensure service expectations are met.

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.

Partner with Advisors through regular meetings to support business planning, marketing initiatives, client communication strategies, task management, and service workflows.

High School Diploma or GED required.

Experience in an administrative, customer service, client support, or office operations role.

Proficiency with Microsoft Office Suite, including Word, Excel, and PowerPoint.

Ability to learn and adapt to new systems, software applications, and business processes.

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.

Proven ability to independently manage workload while adapting to changing priorities and urgent requests.

Ability to handle confidential information with discretion and integrity.

Client Service Excellence

Communication and Relationship Building

This individual will create a meaningful impact by supporting advisor success, strengthening client relationships, and contributing to a positive and professional client experience.

The base annual salary range for this role is $22.00 to $25.00, plus a competitive performance-based bonus. Cloud - Hub