Advisor Services - Client Support Associate
About The Position
The Client Support Associate is the first point of contact for clients of independent financial advisors, helping them navigate their needs with clarity, care, and confidence. The role involves building trust through thoughtful conversations and timely follow-through in a fast-paced inbound phone center. Associates listen closely, think critically, and provide personalized, precise solutions. Through on-the-job training, associates learn to assist with online account setup, process money movement, guide clients through submitting account-specific forms, and support other service-related needs. They develop product knowledge and use available tools to assess client materials and provide accurate, helpful solutions. The role is onsite in the specified location and is part of a team that values growth, collaboration, and doing what is right for the client. The position starts January 11, 2027.
Requirements
- At least 1 year of customer service experience or experience building professional relationships, which may come from volunteer work, internships, school activities, or other meaningful experiences.
- Bachelor’s degree or equivalent skills.
- Ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues.
- Ability to receive feedback, apply it to performance, and grow through new challenges or changing expectations.
- Track record of following through on tasks, meeting deadlines, and maintaining high standards of work quality.
Nice To Haves
- Ability to use technology confidently and support others in adopting digital tools.
- Enthusiasm, professionalism, and a strong work ethic while contributing to team goals.
Responsibilities
- Serve as the first point of contact for clients of independent financial advisors.
- Build client trust through thoughtful conversations and timely follow-through.
- Handle inbound calls, listen to client needs, and provide personalized service solutions.
- Assist with online account setup.
- Process money movement.
- Guide clients through submitting account-specific forms.
- Support other service-related needs.
- Assess client materials and provide accurate, helpful solutions.
Benefits
- Eligible for bonus or incentive opportunities.
- Opportunity to enroll in a self-study program for Series 7 and Series 63/66 licenses after the first 90 days.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
