Client Services Representative

Cetera•Mechanicsburg, PA

9h•$37,000 - $47,000

About The Position

The Client Services Representative serves as a key point of contact between Financial Advisors and clients. The role delivers client service, supports advisor business operations, manages administrative tasks, and follows through on client requests and regulatory requirements. The position supports advisor success, strengthens client relationships, and contributes to a professional, service-focused client experience. The role communicates with clients by phone, virtual meetings, and in person; coordinates appointments and events; prepares materials for advisor-client interactions; processes paperwork; maintains client records and compliance documentation; and partners with internal departments to resolve requests. It also supports business planning, marketing initiatives, client communication strategies, task management, service workflows, and the adoption of new tools and processes.

Requirements

High school diploma or GED.
Experience in an administrative, customer service, client support, or office operations role.
Strong organizational and time management skills, including the ability to manage multiple priorities.
Excellent verbal and written communication skills.
Proficiency with Microsoft Office Suite, including Word, Excel, and PowerPoint.
Ability to learn and adapt to new systems, software applications, and business processes.

Nice To Haves

Experience supporting Financial Advisors, Registered Representatives, or wealth management professionals.
Background in financial services, banking, insurance, or a related industry.
Bachelor’s degree in finance, business, marketing, communications, or a related field.
Strong attention to detail and ability to produce accurate, timely work in a fast-paced environment.
Proven ability to independently manage workload while adapting to changing priorities and urgent requests.
Self-motivated team player able to work effectively independently and collaboratively.
Professional, positive, client-focused demeanor with strong interpersonal skills.
Ability to handle confidential information with discretion and integrity.
Strong listening skills and ability to retain information and execute tasks accurately.
Potential entry point into a broader career pathing program for future opportunities requiring industry experience and licenses, such as Insurance, FINRA Series 7, and Series 66 or Series 63/65.

Responsibilities

Serve as a liaison between Financial Advisors and clients, providing responsive service.
Answer incoming calls, schedule appointments, and coordinate meeting logistics.
Prepare meeting materials, client presentations, illustrations, reports, graphs, and charts.
Process client paperwork accurately and efficiently, including required follow-up.
Communicate with clients by phone, virtual meetings, and in-person interactions to address questions and meet service expectations.
Coordinate client events, including planning, communication, and post-event follow-up.
Maintain accurate client records and documentation in accordance with company policies and regulatory requirements.
Proactively contact clients regarding time-sensitive activities, including Required Minimum Distributions (RMDs), quarterly reviews, annual reviews, and other client service initiatives.
Take ownership of client inquiries and requests, partnering with internal departments to ensure timely resolution.
Educate clients on account services, platform capabilities, and technology solutions.
Complete required training and support implementation of new tools, technologies, and processes.
Maintain detailed client communication records and compliance documentation in AdviceWorks, SmartWorks, Redtail, and other required systems.
Meet regularly with Advisors to support business planning, marketing initiatives, client communication strategies, task management, and service workflows.