Client Services Representative

• Serve as the primary point of contact for daily advisor engagement
• Perform core account management functions, including account setup, maintenance, updates, reporting, queries, and data audits
• Manage service requests through internal systems, processing client paperwork
• Troubleshoot client issues and navigate systems such as DocuSign, RedTail, ZOHO, Wealthscape, and Schwab Advisor Services
• Support the Trading team
• Maintain accurate records and contribute to refining internal documentation and procedures
• Coordinate with internal teams and advisors to support meeting preparation
• Participate in ongoing review of internal procedures
• Submit service tickets and log time entries
• Engage in department-side initiatives and special projects

Client Service Specialist

Client Services Representative

Client Services Administrator – Shareholder Communication, Contract

Client Service Manager

Client Service Executive

Tax Supervisor I – Private Client Services