Client Service Assistant

Advisor Group; Morgantown (WV); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic in Morgantown, WV is seeking a Client Service Assistant to deliver premier client service and administrative support to advisors and leadership, blending client service, onboarding, and planning assistance. You will manage calendars, prepare materials, ensure compliance, maintain accurate records in CRM, and support paraplanning tasks.

Requires a bachelor’s degree and 3+ years in financial services, with strong communication and organizational skills.

Qualifications

• Bachelor’s degree preferred; high school diploma with significant experience considered.
• 3+ years in financial services, client service, operations, paraplanning, or wealth management support.
• Strong customer-centric mentality and commitment to exceptional client experiences.
• Excellent verbal and written communication skills.
• Proficiency with CRM, financial planning software, document management, video meeting tools, and MS Office.

Responsibilities

• Serve as primary contact for client service requests via phone, email, and in person.
• Onboard clients and service accounts, including transfers and documentation.
• Maintain accurate client records across CRM and firm systems.
• Manage advisor calendars and prepare correspondence and meeting materials.
• Support financial planning data gathering, analysis, and planning support.
• Review client information for completeness and compliance with requirements.

Skills

Customer service mindset

Verbal and written communication

Organizational skills

Time management

Problem-solving

Attention to detail

Education

Bachelor’s degree preferred; high school diploma with experience considered

Tools

CRM systems

Financial planning software

Document management systems

Video meeting tools

Microsoft Office

Job description

Client Service Assistant

Location(s): 35 Cherry Hill Rd., Morgantown, WV 26508

Role Type: Full-time

Salary: $40,000 - $55,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.

Summary

The Client Service Assistant provides comprehensive support to clients, advisors, and firm leadership by combining client service, administrative assistance, and financial planning support. This role helps deliver an exceptional client experience, coordinates advisor activities, and supports financial planning initiatives.

Responsibilities

Client Service & Operations

• Serve as a primary point of contact for client service requests and inquiries, providing responsive and professional support via phone, email, and in person.
• Support client onboarding and ongoing account servicing, including account setup, transfers, beneficiary changes, documentation, and routine service requests.
• Build strong client relationships through consistent communication, timely follow-up, issue resolution, and appropriate escalation.
• Prepare client meeting materials, coordinate scheduling and logistics, and support post-meeting follow-through.
• Provide administrative and operational support to advisors across client service, financial planning, investment and insurance processing, and daily business activities.
• Review and process client documentation for completeness, accuracy, and compliance with firm and regulatory requirements.
• Track client workflows, service requests, deadlines, and outstanding items to ensure timely completion.
• Maintain accurate client records and data across CRM, custodial, recordkeeping, and firm systems to support service, reporting, and audit readiness.
• Coordinate with custodians, product partners, and internal teams to support efficient service delivery and operational follow-through.

Advisor Administrative Support

• Manage advisor calendars, including client meetings, travel, conference registrations, and event logistics.
• Prepare correspondence, reports, meeting files, notes, and other advisor or executive communications.
• Track and follow up on meeting action items and administrative deliverables.
• Assist with client appreciation events and other firm-sponsored activities.
• Handle confidential and sensitive information with professionalism and discretion.

Paraplanning & Financial Planning Support

• Assist advisors in gathering, organizing, reviewing, and maintaining client financial data.
• Support the preparation of financial plans, retirement projections, investment analyses, cash flow reviews, insurance evaluations, reports, illustrations, and client presentation materials.
• Conduct research related to financial planning strategies, investment solutions, retirement planning, and risk management.
• Assist with implementation, follow-up, and tracking of planning recommendations and related action items.
• Review client information to identify missing data, planning considerations, and service opportunities.
• Support client review meeting preparation by updating financial planning information, account summaries, and planning recommendations.
• Maintain documentation related to financial plans and recommendations in accordance with compliance and recordkeeping requirements.

Education Requirements

• Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Basic Requirements

• 3+ years of experience in the financial services industry, preferably in a client service, operations, executive support, paraplanning, or wealth management support role.
• Strong customer-centric mentality with a commitment to delivering exceptional client experiences.
• Excellent verbal and written communication skills.
• Proven organizational and time-management skills with the ability to manage multiple priorities and deadlines.
• Strong problem-solving abilities with sound judgment for resolving client issues and escalating when appropriate.
• High attention to detail and commitment to accuracy.
• Proficiency with CRM systems, financial planning software, document management systems, video meeting tools, and Microsoft Office or equivalent.
• Ability to handle confidential information with discretion and professionalism

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.