Role OverviewThe Client Service Advisor is a relationship-driven professional responsible for expanding client engagement and contributing to the firm’s revenue growth. This role blends financial consulting with proactive business development by nurturing existing client relationships and identifying new opportunities to onboard prospective clients.
What You Will Do
Analyze current client portfolios, develop personalized strategies, engage in marketing and outreach efforts, conduct consultative meetings, guide new clients through the onboarding process, meet or exceed individual sales goals, and maintain accurate records of client interactions.
Why It Might Be a Fit
The ideal candidate possesses a strong foundation in financial services, exceptional interpersonal skills, and the ability to match client needs with tailored financial solutions.
Requirements
- Bachelor’s degree in Finance, Business, or a related field
- Proven experience in financial services, client relationship management, or advisory roles
- Demonstrated success in sales, client acquisition, or revenue-generating positions
- Active Series 65 license or combination of Series 7 and 66 required
- Proficiency with CRM systems (e.g., Salesforce) and financial planning software
- Strong knowledge of Microsoft Office Suite, particularly Excel and Outlook
Benefits
- 100% employer-covered medical benefits and HRA account
- Dental & vision plans
- Short and long-term disability insurance
- PTO + 10 NYSE company holidays per year
- 401K with company match program
- Free onsite parking
- Company-provided laptop and required technology
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