Client Success & Operations Specialist

BridgePort Financial Solutions; Boxborough (MA); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid time off

Paid holidays and floating holidays

Medical, dental, and vision coverage

Short- and long-term disability

Company-paid life insurance

Volunteer time off

Wellness incentives

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.

The position offers a hybrid schedule with three days in the office and requires experience in financial services.

Qualifications

• 4+ years of financial services, client service, or advisory support experience.
• 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.
• FINRA Series 65 license or combination of Series 66 and Series 7 licenses.

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, take notes, summarize follow-up items, and move tasks forward.
• Track client workflows, open items, and upcoming deadlines.
• Run reports from portfolio management and financial planning systems.
• Review client materials for accuracy and quality.
• Help maintain procedures and keep recurring client service processes organized.

Skills

Customer service

Organizational skills

Communication

Follow-through

Administrative skills

Tools

Portfolio management systems

Financial planning systems

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.

The position offers a hybrid schedule with three days in the office and requires experience in financial services.