About the Role

Our client is a well-established, dually registered broker-dealer and investment advisory firm, seeking a highly motivated, experienced, and registered Client Service Representative (CSR) to join their collaborative and growth-oriented team. This role is central to delivering exceptional client service while supporting senior advisers and internal operations.

Key Responsibilities

Client Support & Engagement

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  Serve as a primary point of contact for clients via phone and in person

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  Process new account applications and service requests with accuracy and efficiency

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  Research and resolve client account inquiries

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  Proactively engage clients through thoughtful outreach and relationship-building initiatives

Adviser & Operational Support

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  Coordinate and schedule adviser meetings and appointments

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  Prepare financial planning documents and client meeting materials

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  Maintain and update CRM systems (Redtail)

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  Utilize industry platforms such as Albridge, FI360, and NaviPlan

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  Collaborate with compliance, operations, and external custodians (including Pershing) to support account management

Team & Administrative Support

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  Answer phones, greet clients, and manage general administrative duties

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  Assist with planning and logistics for team events

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  Contribute ideas to enhance client service and internal processes

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  Perform additional duties as assigned

Requirements

Qualifications

Required:

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  Minimum 3 years of experience in a Client Service Representative role or similar position

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  Proficiency in Microsoft Office 365 (Word, Excel, PowerPoint)

Preferred:

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  Active Series 7 and 63 licenses

Skills & Attributes:

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  Exceptional organizational and communication skills

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  High attention to detail and commitment to accuracy

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  Ability to manage projects independently and follow through

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  Professional demeanor and presentation

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  Strong sense of ownership and responsibility

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  Commitment to confidentiality

Benefits

Benefits: Comprehensive medical, dental, and vision coverage; 401(k); short- and long-term disability; life insurance

This is an excellent opportunity to contribute meaningfully within a client-focused financial services environment that values professionalism, collaboration, and growth.