Remote Client Services Specialist — Advisor Support

Dynamic Advisor Solutions; United States; On-site; USD 55,000 - 60,000; Full time

Benefits offered by this job

Healthcare coverage

Life insurance

401(k) with match

Remote flexibility

Quarterly performance incentives

Job summary

Dynamic Advisor Solutions seeks a Client Services Representative to join our Advisor Support Team. You’ll deliver high-touch client service and operational excellence to financial advisors and their clients within our SEC-registered RIA and TAMP platform.

This is a dynamic blend of client service and operations, where you’ll partner with internal teams, a nationwide network of financial advisors, and their staff to ensure seamless support and outstanding experiences.

Qualifications

• 3+ years of relevant experience in financial services, ideally at a registered investment advisor, custodian, or broker-dealer.
• Professional phone presence and a genuine passion for delivering exceptional client/advisor care.
• Excellent written and verbal communication skills with strong attention to detail and follow-through.
• Proficiency with custodian platforms and industry technology.
• Experience with major custodians (Schwab, Fidelity, Raymond James) is a strong plus.

Responsibilities

• Respond promptly to advisor and custodian requests via phone, digital app, and email.
• Process account applications, transfers, updates, cash distributions, and resolve NIGO alerts efficiently.
• Provide operational support that enables high-growth advisors to focus on client relationships and practice expansion.
• Collaborate with talented service, technical, and operational teammates in a highly interactive, team-oriented setting.

Skills

Customer service

Communication skills

Attention to detail

Phone presence

Tools

Salesforce

Slack

Orion

Fidelity

Schwab

Raymond James

Job description

Dynamic Advisor Solutions seeks a Client Services Representative to join our Advisor Support Team. You’ll deliver high-touch client service and operational excellence to financial advisors and their clients within our SEC-registered RIA and TAMP platform.

This is a dynamic blend of client service and operations, where you’ll partner with internal teams, a nationwide network of financial advisors, and their staff to ensure seamless support and outstanding experiences.