Client Relationship & Growth Advisor

Retirement Income Source, LLC.; Longmeadow (MA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental & vision plans

Disability insurance

PTO + holidays

401K with company match

Onsite parking

Laptop provided

Job summary

Retirement Income Source SFG in the Springfield/Longmeadow area is seeking a Client Service Advisor to expand client engagement and contribute to firm revenue growth. This role blends financial consulting with proactive business development by nurturing existing client relationships and identifying new opportunities to onboard prospective clients.

The ideal candidate has a background in financial services, strong interpersonal skills, and the ability to match client needs with tailored financial

Qualifications

• Bachelor’s degree in Finance, Business, or related field preferred.
• Proven experience in financial services, client relationship management, or advisory roles.
• Demonstrated success in sales, client acquisition, or revenue-generating positions.

Responsibilities

• Analyze client portfolios to identify cross-selling and upselling opportunities.
• Develop and execute strategies to deepen relationships and drive retention.
• Engage in marketing/outreach to attract new clients via referrals and campaigns.
• Conduct consultative meetings to assess goals and recommend tailored solutions.
• Onboard new clients with a seamless, professional experience.
• Meet or exceed sales goals through new business development.

Skills

Client relationships

Sales experience

CRM software

Communication skills

Education

Bachelor’s degree in Finance/Business

Tools

Salesforce

MS Office (Excel/Outlook)

Job description

Retirement Income Source SFG in the Springfield/Longmeadow area is seeking a Client Service Advisor to expand client engagement and contribute to firm revenue growth. This role blends financial consulting with proactive business development by nurturing existing client relationships and identifying new opportunities to onboard prospective clients.

The ideal candidate has a background in financial services, strong interpersonal skills, and the ability to match client needs with tailored financial