The Client Service Advisor will provide client service and operational support to advisors and clients. This team player will be responsible for updating and maintaining the CRM, client files, reports, and other financial documentation. They will also play an essential role in coordinating potential and existing client meetings with advisors. This is an ideal opportunity for an industry professional with high integrity and a strong passion for serving others who want to work in a collaborative environment with valuable mentorship.
Key Responsibilities:
Requirements:
Compensation & Benefits:
This is a salaried position subject to current market demands and candidate experience that offers the opportunity for bonuses and includes a generous benefits package. Salaries are reviewed regularly to ensure they are competitive within the industry and geographic area.