Client Service Specialist

Advisor Group Inc.; Branford (CT); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

Paid time off

Job summary

The Bard Financial Group is seeking a Client Service Specialist in Branford, CT, to provide day-to-day administrative and service support to clients and advisors, ensuring accurate processing and timely follow-through.

This on-site role offers a salary of $65,000-$75,000 per year plus an annual performance-based bonus, with potential to grow into a broader office manager role as business needs evolve.

Qualifications

• High School Diploma or GED equivalent (minimum required).
• Bachelor’s degree preferred.
• Experience in business, finance, accounting, or related field is helpful.
• Securities licenses (e.g., Series 7, 63/65/66) are a plus.

Responsibilities

• Provide administrative and operational support to advisors related to client servicing, financial planning support, and day-to-day business activities.
• Manage front office reception duties, including greeting visitors, answering phones, directing inquiries, and providing responsive, professional support to clients and advisors.
• Support client onboarding and ongoing account servicing, including account setup, transfers, beneficiary changes, and other routine service requests.
• 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 resolution.
• Coordinate with custodians, product partners, and internal teams to support efficient service delivery and operational follow-through.
• Protect confidential client and firm information at all times.

Skills

Detail-oriented

Organized

Teamwork

Customer service mindset

Verbal and written communication

Problem-solving

Education

High School Diploma or GED

Bachelor’s degree preferred

Securities licenses (Series 7, 63/65/66) a plus

Tools

Microsoft Excel

Job description

Client Service Specialist

The Client Service Specialist within the Bard Financial Group provides day-to-day administrative and service support to clients and advisors, ensuring accurate processing, responsive service, and timely follow-through.

As a growing advisory firm managing approximately $1.2B in assets, Bard Financial offers a collaborative, close-knit environment where employees can make a meaningful impact, while also benefiting from the resources, technology, and long-term stability of Osaic’s Empowered Independence platform.

This position offers the potential to grow into a broader office manager role as business needs evolve.

Location: Branford, CT

Role Type: Full Time (onsite)

Salary: $65,000-75,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including 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, and much more.

Education Requirements

• High School Diploma or GED equivalent (minimum required).


• Bachelor’s degree preferred.


• Experience in business, finance, accounting, or a related field is helpful.


• Securities licenses (e.g., Series 7, 63/65/66) are a plus.

Responsibilities

• Provide administrative and operational support to advisors related to client servicing, financial planning support, and day-to-day business activities.


• Manage front office reception duties, including greeting visitors, answering phones, directing inquiries, and providing responsive, professional support to clients and advisors.


• Support client onboarding and ongoing account servicing, including account setup, transfers, beneficiary changes, and other routine service requests.


• 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 resolution.


• Coordinate with custodians, product partners, and internal teams to support efficient service delivery and operational follow-through.


• Protect confidential client and firm information at all times.

Basic Requirements

• Detail-oriented, organized and ability to work independently as well as part of a team.


• Experience in a professional office environment, preferably in a client service, operations, or wealth management support role.


• Strong customer-centric mentality with a commitment to delivering exceptional client experiences.


• Strong verbal and written communication skills.


• Proven problem-solving abilities with sound judgment for resolving client issues.


• Proficiency with Microsoft Excel and basic math concepts.