Client Services & Planning Support Specialist

Advisor Group; Morgantown (WV); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic in Morgantown, WV is seeking a Client Service Assistant to deliver premier client service and administrative support to advisors and leadership, blending client service, onboarding, and planning assistance. You will manage calendars, prepare materials, ensure compliance, maintain accurate records in CRM, and support paraplanning tasks.

Requires a bachelor’s degree and 3+ years in financial services, with strong communication and organizational skills.

Qualifications

• Bachelor’s degree preferred; high school diploma with significant experience considered.
• 3+ years in financial services, client service, operations, paraplanning, or wealth management support.
• Strong customer-centric mentality and commitment to exceptional client experiences.
• Excellent verbal and written communication skills.
• Proficiency with CRM, financial planning software, document management, video meeting tools, and MS Office.

Responsibilities

• Serve as primary contact for client service requests via phone, email, and in person.
• Onboard clients and service accounts, including transfers and documentation.
• Maintain accurate client records across CRM and firm systems.
• Manage advisor calendars and prepare correspondence and meeting materials.
• Support financial planning data gathering, analysis, and planning support.
• Review client information for completeness and compliance with requirements.

Skills

Customer service mindset

Verbal and written communication

Organizational skills

Time management

Problem-solving

Attention to detail

Education

Bachelor’s degree preferred; high school diploma with experience considered

Tools

CRM systems

Financial planning software

Document management systems

Video meeting tools

Microsoft Office

Job description

Osaic in Morgantown, WV is seeking a Client Service Assistant to deliver premier client service and administrative support to advisors and leadership, blending client service, onboarding, and planning assistance. You will manage calendars, prepare materials, ensure compliance, maintain accurate records in CRM, and support paraplanning tasks.

Requires a bachelor’s degree and 3+ years in financial services, with strong communication and organizational skills.