Client Service Specialist

Join a growing advisory firm managing approximately $1.2B in assets. Bard Financial offers a collaborative, close-knit environment where employees can make a meaningful impact, while also benefiting from the resources, technology, and long-term stability of Osaic’s Empowered Independence platform. This position offers the potential to grow into a broader office manager role as business needs evolve.

About the role

As a Client Service Specialist within the Bard Financial Group, you will provide day-to-day administrative and service support to clients and advisors, ensuring accurate processing, responsive service, and timely follow-through.

Responsibilities

• Provide administrative and operational support to advisors related to client servicing, financial planning support, and day-to-day business activities.
• Manage front office reception duties, including greeting visitors, answering phones, directing inquiries, and providing responsive, professional support to clients and advisors.
• Support client onboarding and ongoing account servicing, including account setup, transfers, beneficiary changes, and other routine service requests.
• Review and process client documentation for completeness, accuracy, and compliance with firm and regulatory requirements.
• Track client workflows, service requests, deadlines, and outstanding items to ensure timely resolution.
• Coordinate with custodians, product partners, and internal teams to support efficient service delivery and operational follow-through.
• Protect confidential client and firm information at all times.

Requirements

• Detail-oriented, organized, and able to work independently as well as part of a team.
• Experience in a professional office environment, preferably in a client service, operations, or wealth management support role.
• Strong customer-centric mentality with a commitment to delivering exceptional client experiences.
• Strong verbal and written communication skills.
• Proven problem-solving abilities with sound judgment for resolving client issues.
• Proficiency with Microsoft Excel and basic math concepts.

Qualifications

• High School Diploma or GED equivalent (minimum required). Bachelor’s degree preferred.
• Experience in business, finance, accounting, or a related field is helpful.
• Securities licenses (e.g., Series 7, 63/65/66) are a plus.

Pay

$65,000–75,000 per year plus an annual performance-based bonus. Actual compensation offered will be determined individually based on skills, licensure, experience, and education.

Benefits

• Health, vision, and dental insurance
• 401k
• Paid time away
• Additional benefits as part of Osaic’s total compensation package

Schedule

Full-time, onsite in Branford, CT.