Wealth Client Services Specialist

Advisor Group Inc.; Branford (CT); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

Paid time off

Job summary

The Bard Financial Group is seeking a Client Service Specialist in Branford, CT, to provide day-to-day administrative and service support to clients and advisors, ensuring accurate processing and timely follow-through.

This on-site role offers a salary of $65,000-$75,000 per year plus an annual performance-based bonus, with potential to grow into a broader office manager role as business needs evolve.

Qualifications

• High School Diploma or GED equivalent (minimum required).
• Bachelor’s degree preferred.
• Experience in business, finance, accounting, or related field is helpful.
• Securities licenses (e.g., Series 7, 63/65/66) are a plus.

Responsibilities

• Provide administrative and operational support to advisors related to client servicing, financial planning support, and day-to-day business activities.
• Manage front office reception duties, including greeting visitors, answering phones, directing inquiries, and providing responsive, professional support to clients and advisors.
• Support client onboarding and ongoing account servicing, including account setup, transfers, beneficiary changes, and other routine service requests.
• Review and process client documentation for completeness, accuracy, and compliance with firm and regulatory requirements.
• Track client workflows, service requests, deadlines, and outstanding items to ensure timely resolution.
• Coordinate with custodians, product partners, and internal teams to support efficient service delivery and operational follow-through.
• Protect confidential client and firm information at all times.

Skills

Detail-oriented

Organized

Teamwork

Customer service mindset

Verbal and written communication

Problem-solving

Education

High School Diploma or GED

Bachelor’s degree preferred

Securities licenses (Series 7, 63/65/66) a plus

Tools

Microsoft Excel

Job description

The Bard Financial Group is seeking a Client Service Specialist in Branford, CT, to provide day-to-day administrative and service support to clients and advisors, ensuring accurate processing and timely follow-through.

This on-site role offers a salary of $65,000-$75,000 per year plus an annual performance-based bonus, with potential to grow into a broader office manager role as business needs evolve.