Senior Client Services Representative

Job Summary

Delivering high-touch operational and client service excellence, the full-time Senior Client Services Representative will support financial advisors and their clients remotely, responding to requests and processing account transactions while collaborating with internal teams.

Key responsibilities

• Respond promptly to advisor and custodian requests via phone, digital app, and email
• Process account applications, transfers, updates, and cash distributions while resolving NIGO alerts efficiently
• Provide concierge-level operational support to enable high-growth advisors to focus on client relationships and practice expansion

Required qualifications

• 3+ years of relevant experience in financial services, preferably at a registered investment advisor, custodian, or broker-dealer
• Professional phone presence with a passion for delivering exceptional client/advisor care
• Proficiency with custodian platforms and industry technology
• Experience with major custodians or broker-dealers is a strong plus
• Familiarity with Salesforce, Slack, and Orion is highly desirable