Client Services Advisor, BridgePort

BRIDGEPORT FINANCIAL; Phoenix (AZ); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid time off

Medical, dental, and vision coverage

Disability insurance

Life insurance

Wellness programs

Volunteer time off

Floating holidays

Job summary

BridgePort Financial is seeking a highly organized Client Services Advisor to support advisors and deliver an exceptional client experience in a hybrid role.

This position coordinates client service activities, meetings, planning support, and operational processes while ensuring client needs are addressed promptly and accurately.

Requires 4+ years in financial services and FINRA licenses; salary range $60,000–$80,000 with incentive compensation.

Qualifications

• 4+ years in financial services or advisory support.
• FINRA Series 65 license or Series 66 + 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 coordinating client meetings, preparing materials, 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 make sure 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

Financial services experience

Client service

FINRA Series 65 license

Series 66/7 licenses

Organizational skills

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 make sure 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.

What We Are Looking For

• 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.

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.

Why BridgePort Financial Solutions? Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.

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 help 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. Whether supporting advisors through growth, succession, acquisitions, or day-to-day operations, BridgePort provides the resources, expertise, and flexibility to help businesses thrive while preserving the independence and client-first approach that define them.

For further information about BridgePort, please visit https://www.bridgeport.financial/.

Work Environments : 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.

Recruiting Agencies: This position is being managed directly by BridgePort’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.