Client Services Representative

About This Role

As a Client Services Representative, you will be the primary point of contact for existing clients, ensuring a high level of service and operational excellence for an independent wealth management firm. You'll support the advisory team in maintaining strong client relationships, managing client requests and ensuring the office runs smoothly, built on trust, transparency, and a long-term commitment.

Responsibilities

• Serve as the day-to-day liaison for a designated group of clients, addressing inquiries and coordinating solutions
• Assist advisors in preparing for client meetings, including compiling reports and documentation
• Process account openings, transfers, distributions, and other service requests
• Ensure accuracy and compliance in all client paperwork and transactions
• Maintain and update CRM and custodial platforms with client activity and notes
• Monitor account activity for potential issues and proactively resolve service needs
• Coordinate with custodians and other vendors as needed
• Assist with various marketing objectives, event planning and social media support

Requirements

• 3+ years of experience in a client service, administrative or operational role within the financial services industry
• Exceptional attention to detail and organizational skills
• Excellent verbal and written communication skills
• Proficient with Microsoft Office Suite
• Client-focused professional who thrives on delivering exceptional service
• Proactive problem-solver with a strong sense of accountability
• Collaborative team player eager to grow with an independent firm
• Highly organized, tech-savvy, and able to manage multiple priorities

Qualifications

• 3+ years of experience in a client service, administrative or operational role within the financial services industry

Nice to Have

• CRM (Redtail experience is a plus)

Skills

* Required skills

Benefits