Client Services Representative

About the Role Our client is a well-established, dually registered broker-dealer and investment advisory firm, seeking a highly motivated, experienced, and registered Client Service Representative (CSR) to join their collaborative and growth-oriented team. This role is central to delivering exceptional client service while supporting senior advisers and internal operations. Key Responsibilities Client Support & Engagement Serve as a primary point of contact for clients via phone and in person Process new account applications and service requests with accuracy and efficiency Research and resolve client account inquiries Proactively engage clients through thoughtful outreach and relationship-building initiatives Adviser & Operational Support Coordinate and schedule adviser meetings and appointments Prepare financial planning documents and client meeting materials Maintain and update CRM systems (Redtail) Utilize industry platforms such as Albridge, FI360, and NaviPlan Collaborate with compliance, operations, and external custodians (including Pershing) to support account management Team & Administrative Support Answer phones, greet clients, and manage general administrative duties Assist with planning and logistics for team events Contribute ideas to enhance client service and internal processes Perform additional duties as assigned Requirements Qualifications Required: Minimum 3 years of experience in a Client Service Representative role or similar position Proficiency in Microsoft Office 365 (Word, Excel, PowerPoint) Preferred: Active Series 7 and 63 licenses Skills & Attributes: Exceptional organizational and communication skills High attention to detail and commitment to accuracy Ability to manage projects independently and follow through Professional demeanor and presentation Strong sense of ownership and responsibility Commitment to confidentiality Benefits Benefits: Comprehensive medical, dental, and vision coverage; 401(k); short- and long-term disability; life insurance This is an excellent opportunity to contribute meaningfully within a client-focused financial services environment that values professionalism, collaboration, and growth.