Client Services Representative

Responsibilities

• As the primary point of contact for a group of assigned Advisors, you’ll take the lead in guiding them through their onboarding journey. Your role goes beyond checking boxes — you’ll proactively anticipate challenges, coordinate across internal teams, and ensure each new Advisor transitions smoothly and confidently.
• For existing Advisor relationships, you’ll manage all operational aspects of their day-to-day needs. This includes handling tasks such as opening and closing client accounts, processing household updates, managing cash contributions and distributions, and addressing a variety of ad hoc requests either directly or by collaborating with internal departments.
• You'll build and maintain strong, trusted relationships with Advisors and their teams — positioning yourself as a reliable, solution-oriented partner who understands their business needs and advocates for their ongoing success.
• You’ll work with a high level of independence and ownership while also being a collaborative team player, ready to both offer and receive support as needed.
• Additionally, you’ll contribute to broader company initiatives and assist with special projects or responsibilities as assigned by your supervisor.

• Industry Experience
  :
  You bring a solid background in wealth or asset management, with a working knowledge of investment products and platforms. Familiarity with key partners and systems like Schwab, Fidelity, Orion, etc., is a strong plus.
• Detail-Oriented & Efficient
  :
  You operate with accuracy, urgency, and a client-first mindset. You hold yourself to high standards and take pride in delivering quality work.
• Composed & Resilient
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  You remain calm and effective under pressure, able to handle unexpected challenges and adjust priorities as needed.
• Strong Problem Solver
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  You’re skilled at managing complex or sensitive client interactions — capable of de-escalating issues, identifying practical solutions, and looping in the right internal resources when necessary.
• Process Improvement Mindset
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  You’re always looking for ways to enhance systems and workflows to improve speed, accuracy, efficiency, or service.
• Growth-Oriented
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  You’re open to feedback, eager to learn, and bring a humble, positive attitude to the team.
• Exceptional Communicator
  :
  Your written and verbal communication skills are top-notch, and you’re confident interacting with a wide range of personalities in a professional setting.