Client Services Consultant

CIR

Client Services Consultant supporting financial advisors at BridgePort Financial Solutions. Providing service and operational excellence while managing workflows and client support processes.

Posted 5/21/2026full-timeBoxborough • Arizona, Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Support financial advisors and their clients with exceptional service and operational excellence
Provide courteous and professional support through phone, email, and occasional in-person interactions
Review workflows and paperwork for accuracy and completeness
Prepare professional correspondence and documents to support advisors and clients

Requirements

What you’ll need

4+ years of financial services experience
Experience with RedTail CRM or similar customer relationship management platforms
Hands-on experience with Orion financial software or similar systems
Familiarity with custodian policies and procedures, including Charles Schwab, Fidelity, and Pershing.

Benefits

Comp & perks

Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial services experienceworkflow reviewdocument preparationaccuracy checkingcustomer relationship management

Soft Skills

exceptional serviceprofessional supportcourteous communicationinterpersonal skills