Participate in and prepare for client meetings alongside financial advisors. 

Respond promptly and professionally to client inquiries across various channels. 

Assist clients with portals, investment platforms, and service requests. 

Ensure client satisfaction through empathetic, proactive, and effective communication. 

Process distributions, applications, forms, and other client-related documentation. 

Prepare reports, meeting materials, and planning documents. 

Accurately document all client interactions, tasks, and follow-up items. 

Track and analyze client service processes to identify and implement improvements. 

Facilitate and participate in internal meetings to review and optimize client service. 

Work closely with advisors, support staff, and leadership on special projects and initiatives. 

Contribute to team and firm-wide goals through project support and strategic alignment. 

Engage in professional development and support change initiatives that improve service delivery. 

Provide feedback on processes and tools to enhance team efficiency and client outcomes. 

1–5 years of client-facing experience in financial services. 

Strong verbal and written communication skills. 

Excellent organizational and time-management abilities. 

Proficiency in Microsoft Office Suite. 

Strong attention to detail and ability to manage multiple priorities. 

Team player who can also work independently with minimal oversight. 

Demonstrated ability to learn and use financial technologies efficiently. 

Bachelor’s degree in business, finance, or related field. 

Experience with Salesforce, Orion, or custodial platforms (e.g., LPL, Axos). 

Exposure to financial planning software. 

Project management experience. 

Series 7, Series 66 or 65, and/or industry designations. 

Thirst for Knowledge – You’re endlessly curious and committed to continuous learning. 

Innovative Problem Solver – You proactively create solutions, communicate clearly, and follow through. 

Self-Motivated – You’re driven, results-oriented, and embrace challenges. 

Authentic – You operate with integrity and foster a drama-free, honest work environment. 

Positively Impact People – You lift others up—clients, colleagues, and the community. 

Organized & Process-Oriented with Financial Savvy – You understand financial principles and thrive in structured, high-accountability environments.