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

4+ 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

Client Services Consultant

Key skills