Customer Service Officers

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.

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. 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

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

Perform additional service‑related or operational duties as assigned

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