Our client, a well-established financial services firm operating in 40 states, is known for delivering white-glove service to their clients. They are seeking a skilled Client Service Advisor to join their team, supporting a growing client base with dedication and professionalism. This role is primarily remote, with occasional in-office work required, and the ideal candidate must reside in Western Washington.
Key Responsibilities
- Deliver exceptional, high-touch service to clients, addressing financial inquiries, account management needs, and product offerings.
- Build and sustain long-term relationships with clients, positioning yourself as a trusted resource.
- Coordinate with internal departments, including Insurance, Investment, and Client Experience teams, to ensure timely completion of client service requests.
- Handle all aspects of client review meetings, including preparing materials, reviewing preliminary agendas, and finalizing client presentations.
- Develop and maintain client data within CRM systems and manage electronic client files.
- Provide personalized financial solutions by staying current with industry trends and offerings.
- Ensure compliance with all regulatory standards during client interactions.
- Support business development by conducting client review meetings, proactively expanding client plans, and identifying new business opportunities.
- Own all components of assigned client review meetings, including strategy updates, financial plan reviews, and follow-up summaries within 24-48 hours post-meeting.
Qualifications
- Bachelor’s degree required.
- Minimum of two years of experience in financial services.
- Series 65 and Life and Health Insurance licenses preferred (or willingness to obtain).
- Strong relationship management skills with excellent communication abilities.
- Ability to work independently and thrive in a team-oriented environment.
- Proficient in industry software, Microsoft Office, and CRM systems.
- High attention to detail, organizational skills, and problem-solving abilities.
Top Skills
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
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