Client Services Advisor, Financial Advisory

6AM City, LLC; False Pass (AK); On-site; USD 45,000 - 65,000; Full time

Job summary

Summit Investment Advisory Group LLC is seeking a Client Associate to provide dedicated operational and sales support in a professional financial advisory environment. This role will be the primary contact for clients and will help execute office initiatives while collaborating with the team to deliver exceptional service.

Ideal candidates bring undergraduate business, accounting, or finance exposure, plus internship experience in financial services.

Qualifications

• Undergraduate degree in business, accounting, finance, marketing, or communications (a plus).
• Professional or relevant internship experience in financial, banking, and/or insurance environment preferred.
• Must be willing to obtain the Series 65 and Insurance Life/Health licenses.
• Knowledge of investment and banking products, policies & procedures.
• Strong client service & technical skills (MS Word & Excel and CRM).
• Strong communication, time management and organizational skills.
• Excellent attention to detail for processing financial documents.
• Knowledge of investment and annuity systems preferred.
• Entrepreneurial spirit with strong organizational skills to manage multiple tasks.

Responsibilities

• Support client contact with professional, courteous service in a financial advisory environment.
• Provide operational and sales support to back-office initiatives and client engagements.
• Assist in maintaining client records, processes, and office procedures.
• Collaborate with team to improve client experience and office efficiency.

Skills

Leadership & office management

Interpersonal skills

Teamwork & collaboration

Client service excellence

Problem solving & initiative

Time management & organization

Education

Undergraduate degree (Business/Finance/Marketing/Accounting)

Tools

MS Word

Excel

CRM

Job description

Summit Investment Advisory Group LLC is seeking a Client Associate to provide dedicated operational and sales support in a professional financial advisory environment. This role will be the primary contact for clients and will help execute office initiatives while collaborating with the team to deliver exceptional service.

Ideal candidates bring undergraduate business, accounting, or finance exposure, plus internship experience in financial services.