Financial Advisor (Hybrid)

Client Service & Relationship Management

• Serve as a key point of contact for client service requests and ongoing support
• Deliver a high-touch, responsive client experience
• Cook up client communications and ensure timely follow-through on requests
• Maintain accurate client records, account details, and documentation
• Support advisors and internal teams with day-to-day client needs
• Execute and maintain workflows across CRM and operational systems
• Manage multiple priorities while ensuring tasks are completed accurately and on time
• Maintain CRM integrity and organized operational records
• Aid in process improvements and operational efficiency initiatives
• Support document management, reporting, and administrative coordination
• Update and maintain client financial information within planning software
• Organize client documents including tax returns, statements, and planning materials
• Prepare data and materials to support financial plan development and client reviews
• Identify missing information and proactively resolve data gaps
• Help ensure planning information remains accurate and up to date
• Cook up client meetings and reviews
• Prepare agendas, meeting materials, and follow-up action items
• Aid in account maintenance, cash management requests, and operational tracking
• Monitor outstanding tasks and ensure timely completion

Qualifications

• Interest and/or experience in wealth management, financial services, client operations, or practice management
• Experience working with CRM systems and financial planning platforms
• Strong organizational skills with exceptional attention to detail
• Excellent communication and relationship-management abilities
• Process-oriented mindset with strong follow-through and accountability
• Ability to manage multiple priorities in a client-facing environment
• Securities licenses or financial planning designations are a plus, depending on the opportunity