Senior Client Services Advisor

Base pay range

$/yr - $/yr

Our client is looking for a Client Services Professional who is passionate about delivering an exceptional client experience and thrives in a fast-paced, collaborative environment. In this role, you’ll be the heartbeat of the advisory team — ensuring that every client interaction reflects the highest standards of service, precision, and care.

You’ll partner closely with Client Advisors to provide seamless operational and administrative support while building trusted, long-term client relationships. From managing key projects to coordinating with investment, accounting, and operations teams, you’ll help ensure that each client’s needs are met with efficiency and excellence.

You’ll also play a hands‑on role in managing client accounts and web portals, maintaining accurate documentation, and liaising with clients’ external advisors — including CPAs and Estate Planning Attorneys — to deliver a truly holistic wealth management experience.

• Provide daily operational and administrative support to Client Advisors.
• Serve as the primary point of contact for client inquiries, resolving issues with professionalism and care.
• Build and maintain strong client relationships through proactive, white‑glove service.
• Lead, organize, and track team projects from initiation through successful completion.
• Collaborate cross‑functionally with investment, accounting, and operations teams to ensure seamless service delivery.
• Manage client web portals and educate clients on available tools and services.
• Coordinate with clients’ outside advisors (CPAs, attorneys, and other professionals) to deliver integrated financial solutions.
• Oversee account maintenance for new and existing clients — including document preparation, custodian communication, and regulatory compliance.

• Bachelor’s degree (business or related field preferred).
• 5+ years of client service or administrative experience in the financial services industry.
• Series 65 license preferred.
• Proficiency in Microsoft Office Suite or Google Workspace
  ; Salesforce experience a plus.

• A strong passion for client service and relationship building.
• Excellent communication and interpersonal skills.
• Superior organizational and time management abilities.
• A proactive, adaptable, and detail‑oriented mindset.

• Unlimited PTO
• Lunch allowance for days in the office - $25.00
• Free Parking

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Associate

Full‑time

Finance

Financial Services, Investment Management, and Investment Advice