Client Service Advisor

Our client, a well-established financial services firm operating in 40 states, is known for delivering white-glove service to their clients. They are seeking a skilled Client Service Advisor to join their team, supporting a growing client base with dedication and professionalism. This role is primarily remote, with occasional in-office work required, and the ideal candidate must reside in Western Washington.

Key Responsibilities

• Deliver exceptional, high-touch service to clients, addressing financial inquiries, account management needs, and product offerings.
• Build and sustain long-term relationships with clients, positioning yourself as a trusted resource.
• Coordinate with internal departments, including Insurance, Investment, and Client Experience teams, to ensure timely completion of client service requests.
• Handle all aspects of client review meetings, including preparing materials, reviewing preliminary agendas, and finalizing client presentations.
• Develop and maintain client data within CRM systems and manage electronic client files.
• Provide personalized financial solutions by staying current with industry trends and offerings.
• Ensure compliance with all regulatory standards during client interactions.
• Support business development by conducting client review meetings, proactively expanding client plans, and identifying new business opportunities.
• Own all components of assigned client review meetings, including strategy updates, financial plan reviews, and follow-up summaries within 24-48 hours post-meeting.

Qualifications

• Bachelor’s degree required.
• Minimum of two years of experience in financial services.
• Series 65 and Life and Health Insurance licenses preferred (or willingness to obtain).
• Strong relationship management skills with excellent communication abilities.
• Ability to work independently and thrive in a team-oriented environment.
• Proficient in industry software, Microsoft Office, and CRM systems.
• High attention to detail, organizational skills, and problem-solving abilities.