Client Service Advisor; CSA Executive Assistant

Stonebridge Financial Group is a growing independent Registered Investment Advisor (RIA) serving individuals, families, and business owners throughout the region.

We are seeking a highly organized, client-focused professional to serve as a Client Service Advisor (CSA) & Executive Assistant supporting two financial advisors. This role combines client service, account administration, executive support, workflow management, and marketing coordination into one highly visible position that directly impacts both client satisfaction and advisor productivity.

This is an ideal opportunity for someone who enjoys building relationships, managing details, solving problems, and becoming an indispensable part of a professional team.

If you have experience in wealth management, financial services, banking, insurance, or advisor support and take pride in providing exceptional service, we'd like to talk with you.

• Serve as a primary contact for client service requests
• Deliver an outstanding client experience with professionalism and responsiveness
• Coordinate client paperwork and electronic signatures
• Schedule and confirm client appointments
• Prepare meeting materials and documentation
• Follow up on outstanding client requests and action items
• Maintain consistent communication with clients throughout service processes

• Open new advisory and brokerage accounts
• Facilitate account transfers and ACAT requests
• Monitor account-opening workflows from start to finish
• Track paperwork and follow up on outstanding requirements
• Process account maintenance requests
• Coordinate directly with custodians and service providers
• Maintain accurate records within the firm’s CRM and operational systems

• Manage advisor task lists and follow-up activities
• Track commitments made during client meetings
• Coordinate calendars and appointments
• Prepare meeting agendas and supporting materials
• Assist advisors in managing competing priorities
• Execute administrative and operational projects that help advisors remain focused on client relationships and business development

• Coordinate client events and appreciation programs
• Assist with seminar and workshop logistics
• Assist with Linked In and marketing projects
• Coordinate marketing materials and project timelines

• Help maintain efficient operational processes
• Identify opportunities for workflow improvement
• Support compliance-related documentation and recordkeeping
• Assist with technology platforms and advisor tools
• Contribute to creating a scalable and exceptional client experience

Within your first year, you will:

• Become the trusted operational partner to two advisors
• Independently manage most client service workflows
• Ensure client requests are completed accurately and promptly
• Reduce administrative burdens on advisors
• Improve efficiency and consistency across client service processes
• Be viewed by clients as a valuable member of their advisory team

• 2+ years of experience in financial services, wealth management, banking, insurance, or a related professional services environment
• Exceptional organizational and time-management skills
• Strong attention to detail
• Excellent written and verbal communication skills
• Ability to manage multiple priorities simultaneously
• Professional and client-focused demeanor
• Proficiency in Microsoft Office applications

• RIA or broker-dealer experience
• Familiarity with account opening and transfer processes
• CRM experience
• Experience working with custodians and advisory platforms
• Insurance or securities licensing is a plus but not…