Client Services Representative / Executive Assistant

Role Overview
We are seeking a highly organized, client-focused professional to support our leadership and advisory team. This blended role acts as the “face” of the firm for our clients while also providing high-level operational and executive support to senior advisors. You will manage daily communications, coordinate the client experience, and streamline branch operations to ensure we meet our financial and service goals.

Key Responsibilities

Client Services & Relationship Management

• First Point of Contact: Greet clients, answer incoming calls, and respond to routine inquiries regarding account balances, statements, and firm services.
• Onboarding and Administration: Guide new clients through the onboarding process. Prepare, review, and process new account paperwork, transfers, and beneficiary changes to ensure compliance.
• Meeting Preparation: Proactively gather, organize, and format client review materials, reports, and agendas for advisor meetings.
• Transaction Support: Process daily client requests securely, including cash/check deposits, wire transfers, and ACH distributions, following strict regulatory guidelines.

Executive Assistant Duties

• Calendar Management: Manage complex Outlook calendars for senior advisors, scheduling client meetings, annual reviews, and internal team touchpoints.
• Firm Operations: Maintain the CRM system (e.g., Salesforce, Wealthbox) with accurate notes, contact information, and follow-up tasks.
• Office Manager Duties

Qualifications & Skills

• Experience: 2-4 years of administrative or client service experience, specifically within financial services, wealth management, or related corporate setting.
• Industry Knowledge: Working knowledge of financial accounts (brokerage, advisory, retirement) and regulatory compliance standards.
• Tech-Savviness: Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM software.
• Communication: Outstanding interpersonal skills and the ability to explain complex financial concepts in an easy-to-understand manner.
• Organization: Exceptional multitasking and time-management skills; highly detail-oriented with the ability to handle confidential information securely.

Benefits

• Salary Range depends on experience.
• 401(k) with company match.
• Comprehensive health insurance.
• Generous Paid Time Off (PTO) and continuous professional development support.

Job Type: Full-time

Benefits:

• 401(k)
• Health insurance
• Paid time off

Work Location: In person