Wealth Client Services Specialist Onsite

Osaic; Branford (CT); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Job summary

Bard Financial Group, part of Osaic's Empowered Independence platform, seeks a Client Service Specialist to provide day-to-day administrative and service support to clients and advisors, ensuring accurate processing and timely follow-through.

This role located in Branford, CT offers growth into a broader office manager position within a growing advisory firm managing about $1.2B in assets, with compensation including $65,000-$75,000 per year plus an annual performance-based bonus and

Qualifications

• Detail-oriented and organized with ability to work independently.
• Experience in client service, operations, or wealth management support.
• Strong customer-centric approach delivering excellent client experiences.
• Proficient in Microsoft Excel and basic math.

Responsibilities

• Provide administrative and operational support to advisors related to client servicing and financial planning support.
• Manage front office reception duties and provide responsive, professional support to clients and advisors.
• Support client onboarding and ongoing account servicing, including setup and transfers.
• Review and process client documentation for completeness and compliance.
• Track client workflows, service requests, deadlines, and outstanding items for timely resolution.
• Coordinate with custodians and internal teams to support service delivery.
• Protect confidential client and firm information at all times.

Skills

Detail-oriented

Organized

Customer-centric

Communication skills

Team player

Problem solving

Education

High School Diploma or GED

Bachelor's degree preferred

Series 7/63/65/66 licenses a plus

Tools

Excel

Job description

Bard Financial Group, part of Osaic's Empowered Independence platform, seeks a Client Service Specialist to provide day-to-day administrative and service support to clients and advisors, ensuring accurate processing and timely follow-through.

This role located in Branford, CT offers growth into a broader office manager position within a growing advisory firm managing about $1.2B in assets, with compensation including $65,000-$75,000 per year plus an annual performance-based bonus and