Client Services Coordinator Financial Advisors
Listed on 2026-10-07
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Finance & Banking
Financial Sales -
Customer Service/HelpDesk
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
This opportunity is for the Client Services Coordinator for Financial Advisors role at Bridge Port Financial Solutions.
This opening is for the Client Services Coordinator for Financial Advisors role at Bridge Port Financial Solutions.
We are seeking a motivated Client Services Coordinator for Financial Advisors to join Bridge Port Financial Solutions in Fairfield, IA, United States.
Consider building your career as a Client Services Coordinator for Financial Advisors at Bridge Port Financial Solutions.
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