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Client Services Coordinator Financial Advisors
Job in
Fairfield, Jefferson County, Iowa, 52557, USA
Listed on 2026-07-25
Listing for:
BridgePort Financial Solutions
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bridge Port Financial Solutions is seeking a highly organized Client Services Advisor to support advisors and deliver an exceptional client experience. This role coordinates client service activities, meetings, planning support, and operational processes while ensuring client needs are addressed promptly and accurately.
The ideal candidate has 4+ years in financial services or advisory support, holds a FINRA Series 65 license (or Series 66/7 combination), and demonstrates outstanding
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