Client Service Advisor

Cambridge Investment Research, Inc.; Phoenix (AZ); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Cambridge Investment Research, Inc. is partnering with WealthPlanners to hire an experienced Client Service Advisor in a hybrid Phoenix, AZ role. You will join a team supporting financial planners and clients, delivering high-touch service and assisting with planning activities.

The ideal candidate has 2+ years in financial services, a Series 7 license, and strong communication and organizational skills to handle multiple priorities and complex client needs in a collaborative environment.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client service

Relationship building

Communication

Organization

Analytical thinking

Problem solving

Tools

CRM software

Portfolio management systems

Financial planning software

Job description

Jul 22, 2026

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

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.

Operations & Workflow Management

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.

What We Are Looking For

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.

Preferred Qualifications

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.

Locations: Hybrid in Phoenix, AZ, Fairfield, IA, Des Moines, IA, or Des Plaines, IL

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.

Cambridge Investment Research, Inc.

For more than 45 years, Cambridge has helped independent financial advisors serve clients and build their businesses.

Cambridge Investment Research, Inc. empowers independent financial professionals to customize services and prioritize client needs through innovative investment and advisory solutions since 1981.

1776 Pleasant Plain Road, Fairfield, IA 52556, US