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Client Services Consultant
CIRClient Service Advisor delivering high-touch service and supporting financial planning activities for clients at WealthPlanners. Enjoy solving complex client needs in a collaborative environment.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
Benefits
Comp & perks- Exceptional service
- Collaborative environment
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Client ServicingAccount MaintenanceFinancial PlanningData AnalysisReport GenerationQuality ReviewWorkflow TrackingDocumentation PreparationMeeting CoordinationOperational Workflows
Soft Skills
Exceptional CommunicationRelationship BuildingHighly OrganizedCritical ThinkingTeam Collaboration
Certifications
Series 7 License