Client Services Consultant

CIR

Client Service Advisor delivering high-touch service and supporting financial planning activities for clients at WealthPlanners. Enjoy solving complex client needs in a collaborative environment.

Posted 7/2/2026full-timeWest Des Moines • Arizona, Iowa • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client service processes and financial planning concepts, with a strong ability to manage multiple priorities and deliver timely solutions. Proficient in utilizing CRM systems and financial software to maintain accurate client records and support financial advisors effectively.

Highest-signal resume keywords

Series 7 LicenseClient Service ProcessesFinancial Planning ConceptsAnalytical Problem-SolvingCRM Systems

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client ServicingAccount MaintenanceFinancial PlanningData AnalysisReport GenerationQuality ReviewWorkflow TrackingDocumentation PreparationMeeting CoordinationOperational Workflows

Soft Skills

Exceptional CommunicationRelationship BuildingHighly OrganizedCritical ThinkingTeam Collaboration

Tools & Technologies

Financial SoftwarePortfolio Management PlatformsTechnology PlatformsCRM Systems

Certifications & Qualifications

Series 7 License

Industry Keywords

Financial ServicesWealth ManagementClient ExperienceClient MeetingsClient Presentations

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