Wealth Client Services Specialist

Cambridge Investment Research, Inc.; Des Plaines (IL); Hybrid; USD 60,000 - 86,000; Full time

Benefits offered by this job

Hybrid work model

Career growth opportunities

Job summary

WealthPlanners is seeking an experienced Client Service Advisor to join our growing team. You will partner with financial advisors and clients to deliver high-touch service, support planning activities, and ensure an exceptional client experience.

Ideal candidates bring a strong financial services background, relationship-building skills, and a collaborative mindset with a passion for solving complex client needs.

Qualifications

• 2+ years of financial services experience or wealth management background.
• Series 7 license is required.
• Strong understanding of client service processes and planning concepts.
• Excellent communication and relationship-building skills.
• Highly organized with ability to manage multiple priorities and deadlines.

Responsibilities

• Deliver exceptional client service by addressing questions and providing timely solutions.
• Research and resolve complex client service issues with progress updates to advisors.
• Attend client meetings when requested; take notes and assist with follow-up actions.
• Run reports and provide data from portfolio management and financial planning platforms.
• Review client presentations and planning materials for accuracy.

Skills

Client service

Communication

Relationship-building

Organizational skills

Independent work

Education

Series 7 license

Tools

CRM platforms

Portfolio management systems

Financial planning software

Job description

WealthPlanners is seeking an experienced Client Service Advisor to join our growing team. You will partner with financial advisors and clients to deliver high-touch service, support planning activities, and ensure an exceptional client experience.

Ideal candidates bring a strong financial services background, relationship-building skills, and a collaborative mindset with a passion for solving complex client needs.