Client Services & Advisory Support Specialist

BridgePort Financial Solutions; Phoenix (AZ); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Hybrid work schedule

Benefits package

Paid time off & holidays

Job summary

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

Ideal candidates will have 4+ years in financial services, a FINRA license (65 or 66/7), and strong organizational and communication skills.

Qualifications

• 4+ years of financial services, client service, 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

Customer service

Organization

Communication

Education

FINRA Series 65/66/7 licenses

Job description

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

Ideal candidates will have 4+ years in financial services, a FINRA license (65 or 66/7), and strong organizational and communication skills.