Sr. Client Service Representative

Senior Client Service Representative

Are you an experienced finance professional who thrives on building strong client relationships?

Prosperity Advisors LLC is a dynamic financial planning and asset management firm serving individuals, small businesses, retirement plans, and nonprofits. We are seeking a Senior Client Service Representative to enhance our client experience in Dayton, OH.

As a senior team member, you’ll act as the main point of contact for a diverse client base—guiding them through onboarding, handling ongoing service needs, and working closely with advisors, operations, and compliance teams.

Best-of-Class benefits and Culture:

We value the time and effort of our employees. Our commitment to your success is enhanced by competitive compensation of $65k-$85k, depending on experience, and an extensive benefits package including:

• Generous PTO, including paid volunteer time
• Dependent-care eligible flexible spending account
• Health, dental, and vision
• 401(k) with employer matching
• Long-Term and Short-Term Disability Insurance
• Tuition Reimbursement
• Parental Leave
• Flextime Policy

To succeed, you should have:

• 3 years of experience in the wealth management industry or a related financial services field, with exposure to client service, account operations, or support involving brokerage and investment accounts. 
• Familiarity with retirement planning concepts such as RMDs, IRAs, and 401(k) rollovers
• Experience managing account transfers and handling client service requests
• Excellent verbal/written communication with solid phone and office etiquette
• Highly organized, self-directed, and capable of managing multiple deadlines
• Proficient in Microsoft Office Suite and internet-based research
• Strong interpersonal skills: empathy, follow-through, and relationship-building
• Knowledge of compliance protocols and financial regulations

Your responsibilities as the Senior Client Service Representative:

• Serve as a trusted point of contact for client needs and life events 
• Support day-to-day client requests in collaboration with the Operations Team, including funding, RMDs, gifting, and online access 
• Manage the full lifecycle of client accounts, from onboarding and new business processing to ongoing maintenance.
• Lead the onboarding process, ensuring seamless account setup and integration into firm platforms.
• Anticipate and prepare for key client milestones, supporting advisors in delivering proactive service.
• Coordinate client meetings from scheduling to preparation and follow-up, ensuring a quality experience.
• Utilize deep level of knowledge to resolve service-related matters for client accounts.
• Uphold compliance standards by adhering to firm policies and regulatory requirements.
• Build strong client relationships by demonstrating professionalism, empathy, and reliable follow-through.

Ready to take the next step in your career journey? 

If you are prepared to embark on an exciting journey in the finance industry, join us in delivering unparalleled service and shaping the future of financial solutions! Please apply online at

We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.