Financial Advisor Assistant - Client Services

Job Title

Financial Advisor Assistant - Client Services at Scion Staffing

The Client Services Representative provides high-level administrative and service support to investment advisors and management leadership. This role offers an excellent opportunity to contribute to an established financial institution through exceptional customer service, coordination, and operational support. The ideal professional is detail-oriented, proactive, and thrives in a collaborative, client-focused environment.

• Provide administrative and operational support to financial advisors and management leadership.
• Manage client service inquiries, appointments, and relationship coordination.
• Assist with scheduling, report preparation, and event coordination for educational and marketing activities.
• Maintain accurate and compliant client files and records in accordance with regulatory standards.
• Support processing of new accounts, service requests, and product referrals.
• Perform general office administration, including phone support, correspondence, and recordkeeping.

• Prior administrative or client service experience, ideally within a financial or professional services setting.
• Exceptional organizational, communication, and multitasking skills.
• Strong attention to detail and ability to maintain accurate and compliant records.
• Proficiency in Microsoft Office Suite and general office technology.
• Active Series 7, 63, 65 or 66 licenses and the ability to be bondable through CUSO Financial Services.

This position offers a salary range of $53,873–$59,859 annually, dependent on experience, plus comprehensive benefits including medical, dental, and vision insurance, paid time off, and 401(k) participation.

Scion Staffing is a national award-winning staffing firm. Since 2006, we have successfully placed thousands of talented professionals with amazing career opportunities. We are proud to be recognized as a Forbes‑listed Best Recruitment Firm and a top staffing firm by The Business Times. We are an equal opportunity employer and are committed to making employment decisions based on merit and value.