Client Services Representative

Cnect

Client Services Representative handling administrative support for Financial Advisors, enhancing customer service and preparing client transactions. Hybrid role involving phone, virtual, and in-person client interactions.

Posted 4/30/2026part-timeIselin • New Jersey • 🇺🇸 United StatesMid-LevelSenior💰 $16 - $26 per hourWebsite

About the role

Key responsibilities & impact

Act as a liaison between the registered representatives and their clients.
Answer phones, schedule appointments, and prepare materials for client meetings.
Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients.
Prepare and complete client paperwork and follow up tasks to support registered representative.
Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met.
Organize client events and follow up tasks.
Maintain client records and retention management within corporate requirements.
Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client’s Quarterly/Annual Reviews).
Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients’ expectations for timely service delivery are met.
Educate clients on account services, capabilities, and new technology.
Complete required corporate training on new technologies and follow implementation guidelines.
Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner.
Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes.

Requirements

What you’ll need

High School Diploma or GED
Experience in an administrative or customer service role
Strong time management skills
Excellent written and verbal communication skills
Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs
Bilingual in English and Korean, with the ability to communicate effectively in both languages, is strongly preferred.

Benefits

Comp & perks

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

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

Microsoft Officeclient paperwork preparationclient illustrationsgraphschartsreportsclient communicationretention managementcompliance guidelinesclient outreach

Soft Skills

time managementwritten communicationverbal communicationclient serviceorganizational skillsproactive outreachownership of inquirieseducational skillsinterpersonal skillsevent organization

Certifications

High School DiplomaGED