Client Service & Financial Planning Assistant

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

Benefits offered by this job

Health insurance

Dental insurance

401k

Job summary

Advisor Group Inc. seeks a Client Service Assistant to provide comprehensive support to clients, advisors, and firm leadership by combining client service, administrative assistance, and financial planning support.

You will help deliver an exceptional client experience, coordinate advisor activities, and support financial planning initiatives, while maintaining compliance and data integrity across systems.

Qualifications

• 3+ years of experience in the financial services industry, preferably in client service or wealth-management support.
• Strong customer-centric mentality with a commitment to delivering exceptional client experiences.
• Excellent verbal and written communication skills.
• Proficiency with CRM systems and Microsoft Office; familiarity with financial planning software is a plus.
• Ability to handle confidential information with discretion.

Responsibilities

• Serve as a primary point of contact for client service requests via phone, email, and in person.
• Support onboarding and ongoing account servicing, including setup, transfers, beneficiary changes, documentation.
• Build client relationships through communication, follow-up, issue resolution, and escalation.
• Prepare meeting materials, coordinate scheduling and logistics, and support post-meeting follow-through.
• Provide administrative support to advisors across client service, financial planning, and daily activities.
• Maintain accurate client records across CRM and firm systems.

Skills

Communication skills

Customer service mindset

Organizational skills

Attention to detail

Multitasking

CRM systems

Microsoft Office

Financial planning software

Video meeting tools

Documentation management

Education

Bachelor’s degree preferred

High school diploma or equivalent required

Tools

CRM systems

Financial planning software

Document management systems

Video conferencing tools

Microsoft Office

Job description

Advisor Group Inc. seeks a Client Service Assistant to provide comprehensive support to clients, advisors, and firm leadership by combining client service, administrative assistance, and financial planning support.

You will help deliver an exceptional client experience, coordinate advisor activities, and support financial planning initiatives, while maintaining compliance and data integrity across systems.