Client Services Advisor, BridgePort

EPC Eneric Petroleum Corp.; Phoenix (AZ); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid time off

Medical, dental, and vision coverage

Short‑term and long‑term disability

Company‑paid life insurance

Volunteer time off, wellness incentves

Job summary

BridgePort in Phoenix, AZ seeks a Client Services Advisor to support advisors and deliver a superior client experience. This role coordinates client service activities, meetings, planning support, and process improvements to ensure client needs are met promptly and accurately.

The ideal candidate has 4+ years in financial services or advisory support, plus FINRA licenses. You will manage calendars, prepare materials, and help keep processes organized in a collaborative, growth‑oriented

Qualifications

• 4+ years of financial services or advisory support experience.
• FINRA Series 65 license or Series 66 and Series 7 licenses.
• Strong customer service orientation with a commitment to delivering a high‑quality client experience.
• Excellent organizational, communication, administrative, and follow‑through skills.
• Proficiency with business systems and experience coordinating client meetings, preparing materials, managing follow‑up, and maintaining procedures.

Responsibilities

• Support advisors with day‑to‑day client service needs and team requests.
• Respond to client questions and connect clients with the right team member or resource.
• Help research client service issues and provide updates to advisors and clients.
• Schedule client meetings and help coordinate calendars.
• Prepare meeting materials and ensure advisors have what they need.
• Attend meetings when needed, take notes, summarize follow‑up items, and help keep tasks moving.
• Track client workflows, open items, and upcoming deadlines.
• Run reports from portfolio management and financial planning systems.
• Review client materials for accuracy, completeness, and overall quality.
• Help maintain procedures and keep recurring client service processes organized.

Skills

Client services

Financial services

Customer support

Tools

CRM systems

Job description

Job Summary

BridgePort is seeking a highly organized Client Services Advisor to support advisors and deliver an exceptional client experience. This role coordinates client service activities, meetings, planning support, and operational processes while ensuring client needs are addressed promptly and accurately.

Key Deliverables and Responsibilities

• Support advisors with day‑to‑day client service needs and team requests.
• Respond to client questions and connect clients with the right team member or resource.
• Help research client service issues and provide updates to advisors and clients.
• Schedule client meetings and help coordinate calendars.
• Prepare meeting materials and ensure advisors have what they need.
• Attend meetings when needed, take notes, summarize follow‑up items, and help keep tasks moving.
• Track client workflows, open items, and upcoming deadlines.
• Run reports from portfolio management and financial planning systems.
• Review client materials for accuracy, completeness, and overall quality.
• Help maintain procedures and keep recurring client service processes organized.

Requirements

• 4+ years of financial services, client service, or advisory support experience.
• FINRA Series 65 license or combination of Series 66 and Series 7 licenses.
• Strong customer service orientation with a commitment to delivering a high‑quality client experience.
• Excellent organizational, communication, administrative, and follow‑through skills.
• Proficiency with business systems and experience coordinating client meetings, preparing materials, managing follow‑up, and maintaining procedures.

Compensation

Salary Range: $60,000 – $80,000 plus incentive compensation.

The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.

Benefits

• Paid time off, paid holidays, and floating holidays.
• Medical, dental, and vision coverage.
• Short‑term and long‑term disability.
• Company‑paid life insurance.
• Volunteer time off, wellness incentives, and additional benefits supporting personal and professional growth.

Company Overview

At BridgePort, our purpose is to bridge the gap between today's needs and tomorrow's goals by helping financial advisors and clients move forward with clarity and care. As a growing fee‑only registered investment adviser (RIA), we empower advisors to grow, protect, and leave a legacy on their terms through flexible partnership models, integrated technology, and personalized support.

Our collaborative approach allows advisors to focus on what matters most: building lasting client relationships while we simplify the complexities of running a successful business. Guided by our core values of integrity, commitment, kindness, and excellence, we believe success is built through strong partnerships, thoughtful collaboration, and a shared commitment to exceptional service.

Work Environment

This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs and must be willing to work this schedule.