Client Services Consultant

Job Summary

Key Deliverables and Responsibilities:

• Deliver exceptional service by addressing client questions and providing timely solutions.
• Research and resolve complex client service issues while keeping advisors informed of progress and outcomes.
• Serve as a trusted resource for clients, advisors, and internal team members.
• Communicate next steps clearly and proactively to ensure a seamless client experience.
• Support financial advisors with client servicing, account maintenance, and planning-related activities.
• Prepare materials for client meetings and ensure all meeting deliverables are accurate and complete.
• Attend client meetings when requested, take detailed notes, and assist with follow-up action items.
• Run reports and provide data from portfolio management and financial planning platforms.
• Review client presentations and planning materials for quality and accuracy.
• Track client workflows, outstanding requests, and deliverables to ensure timely completion.
• Utilize CRM systems, financial software, and technology platforms to maintain accurate client records.
• Prepare and submit client maintenance forms and documentation.
• Develop and maintain written procedures and systems that support team efficiency.

What We Are Looking For

• 2+ years of financial services, wealth management, or related client service experience.
• Series 7 license required.
• Strong understanding of client service processes, financial planning concepts, and operational workflows.
• Exceptional communication and relationship-building skills.
• Highly organized with the ability to manage multiple priorities and deadlines.
• Strong analytical, problem-solving, and critical-thinking abilities.
• Ability to work independently while collaborating effectively with a team.

Preferred Qualifications

• Experience supporting financial advisors in a wealth management environment.
• Familiarity with CRM platforms, portfolio management systems, and financial planning software.
• Experience handling escalated client issues and complex service requests.