Client Services Coordinator for Financial Advisors

BridgePort Financial Solutions; Fairfield (IA); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid time off

Medical, dental, and vision coverage

Disability & life insurance

Job summary

BridgePort Financial Solutions 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.

The ideal candidate has 4+ years in financial services or advisory support, holds a FINRA Series 65 license (or Series 66/7 combination), and demonstrates outstanding

Qualifications

• 4+ years in financial services, client service, or advisory support.
• FINRA Series 65 license or Series 66/7 combo.
• Strong organizational and communication abilities; capable of coordinating meetings and preparing materials.

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.
• Research client service issues and provide updates to advisors and clients.
• Schedule client meetings and coordinate calendars.
• Prepare meeting materials and ensure advisors have what they need.
• Attend meetings, take notes, and summarize follow-up items.

Skills

Customer service orientation

Organizational skills

Communication skills

Meeting coordination

Follow-through

Education

FINRA Series 65

Series 66 & 7 (combo)

Job description

BridgePort Financial Solutions 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.

The ideal candidate has 4+ years in financial services or advisory support, holds a FINRA Series 65 license (or Series 66/7 combination), and demonstrates outstanding