Client Services Consultant

Cambridge Investment Research, Inc.•Boxborough, MA

3d•Onsite

About The Position

At BridgePort Financial Services, we believe that financial success is built on trust, understanding, and personalized guidance. Our mission is to provide tailored financial strategies that align with our clients’ unique goals, values, and life circumstances. By combining deep expertise with cutting-edge technology, we create customized solutions that support every stage of our clients’ financial journey. As a family office, we offer a full suite of services, including financial planning, wealth management, tax services, retirement planning, and socially responsible investing. Our team is dedicated to delivering thoughtful, forward-looking advice that empowers clients to make informed decisions with confidence. We don’t just manage wealth—we build lasting relationships. Through education, collaboration, and a commitment to excellence, we help our clients navigate the complexities of finance, ensuring they feel secure in their future. BridgePort Financial Services is seeking a talented Client Services Consultant to join our dynamic team. In this role, you have the opportunity to make an immediate impact by supporting financial advisors and their clients with exceptional service and operational excellence. As a Client Services Consultant, you will play a critical role in enhancing workflows, improving communication, and fostering relationships with financial advisors and clients. You will be at the heart of our operations, ensuring smooth processes and outstanding client support.

Requirements

Intermediate level of experience, typically 4+ years in an operational or advisor support role, preferably within the RIA or financial services industry.
A proactive mindset and a commitment to delivering exceptional client service.
Strong organizational skills and attention to detail, ensuring tasks are completed accurately and efficiently.
Experience with RedTail CRM or similar customer relationship management platforms
A team-oriented attitude and a knack for problem-solving.
Knowledge of the financial services industry, with experience in RIA operations highly preferred.
Hands-on experience with Orion financial software or similar systems, with a commitment to learning and growing technical expertise.
Familiarity with custodian policies and procedures, including Charles Schwab, Fidelity, and Pershing.

Responsibilities

Expand your expertise in Orion financial software applications to optimize workflows and enhance efficiency.
Understand and effectively communicate policies and procedures, including custodial firm guidelines.
Provide courteous and professional support through phone, email, and occasional in-person interactions.
Problem-solve incoming requests and collaborate with teams to resolve issues promptly.
Review workflows and paperwork for accuracy and completeness.
Assemble, process, and manage account paperwork while maintaining up-to-date client information in financial systems.
Handle account openings, transfers, cash management, and other transactions with precision and attention to detail.
Prepare professional correspondence and documents to support advisors and clients.
Assist with marketing initiatives and coordinate client appreciation events to strengthen relationships.
Actively participate in continuous improvement efforts, contributing ideas to enhance daily processes and procedures.