What are the responsibilities and job description for the Client Service Advisor position at Cambridge Investment Research, Inc.?
Job Summary
Key Deliverables and Responsibilities
WealthPlanners is seeking an experienced Client Service Advisor to join our growing team. In this role, you'll serve as a key partner to financial advisors and clients, delivering high-touch service, supporting financial planning activities, and helping ensure an exceptional client experience.
The ideal candidate has a strong background in financial services, excels at building relationships, thrives in a collaborative environment, and enjoys solving complex client needs.
What You'll Do
Client Service & Relationship Management
Why Join WealthPlanners?
At WealthPlanners, we are committed to helping clients pursue their financial goals through personalized advice and exceptional service. We foster a collaborative, professional environment where team members are empowered to grow, contribute innovative ideas, and make a meaningful impact on the lives of clients and advisors alike.
If you're passionate about client service, financial planning, and building lasting relationships, we encourage you to apply.
Key Deliverables and Responsibilities
WealthPlanners is seeking an experienced Client Service Advisor to join our growing team. In this role, you'll serve as a key partner to financial advisors and clients, delivering high-touch service, supporting financial planning activities, and helping ensure an exceptional client experience.
The ideal candidate has a strong background in financial services, excels at building relationships, thrives in a collaborative environment, and enjoys solving complex client needs.
What You'll Do
Client Service & Relationship Management
- Deliver exceptional service by addressing client questions and providing timely solutions.
- Research and resolve complex client service issues while keeping advisors informed of progress and outcomes.
- Serve as a trusted resource for clients, advisors, and internal team members.
- Communicate next steps clearly and proactively to ensure a seamless client experience.
- Support financial advisors with client servicing, account maintenance, and planning-related activities.
- Prepare materials for client meetings and ensure all meeting deliverables are accurate and complete.
- Attend client meetings when requested, take detailed notes, and assist with follow-up action items.
- Run reports and provide data from portfolio management and financial planning platforms.
- Review client presentations and planning materials for quality and accuracy.
- Track client workflows, outstanding requests, and deliverables to ensure timely completion.
- Utilize CRM systems, financial software, and technology platforms to maintain accurate client records.
- Prepare and submit client maintenance forms and documentation.
- Develop and maintain written procedures and systems that support team efficiency.
- 2 years of financial services, wealth management, or related client service experience.
- Series 7 license required.
- Strong understanding of client service processes, financial planning concepts, and operational workflows.
- Exceptional communication and relationship-building skills.
- Highly organized with the ability to manage multiple priorities and deadlines.
- Strong analytical, problem-solving, and critical-thinking abilities.
- Ability to work independently while collaborating effectively with a team.
- Experience supporting financial advisors in a wealth management environment.
- Familiarity with CRM platforms, portfolio management systems, and financial planning software.
- Experience handling escalated client issues and complex service requests.
Why Join WealthPlanners?
At WealthPlanners, we are committed to helping clients pursue their financial goals through personalized advice and exceptional service. We foster a collaborative, professional environment where team members are empowered to grow, contribute innovative ideas, and make a meaningful impact on the lives of clients and advisors alike.
If you're passionate about client service, financial planning, and building lasting relationships, we encourage you to apply.