Wealth Management Client Service Advisor

Cambridge Investment Research, Inc.; Phoenix (AZ); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Cambridge Investment Research, Inc. is partnering with WealthPlanners to hire an experienced Client Service Advisor in a hybrid Phoenix, AZ role. You will join a team supporting financial planners and clients, delivering high-touch service and assisting with planning activities.

The ideal candidate has 2+ years in financial services, a Series 7 license, and strong communication and organizational skills to handle multiple priorities and complex client needs in a collaborative environment.

Qualifications

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

Responsibilities

• Deliver exceptional service by addressing client questions and providing timely solutions.
• Research and resolve complex client service issues while keeping advisors informed of progress and outcomes.
• Serve as a trusted resource for clients, advisors, and internal team members.
• Communicate next steps clearly and proactively to ensure a seamless client experience.
• Support financial advisors with client servicing, account maintenance, and planning-related activities.
• Prepare materials for client meetings and ensure all meeting deliverables are accurate and complete.
• Attend client meetings when requested, take detailed notes, and assist with follow-up action items.
• Run reports and provide data from portfolio management and financial planning platforms.
• Review client presentations and planning materials for quality and accuracy.

Skills

Client service

Relationship building

Communication

Organization

Analytical thinking

Problem solving

Tools

CRM software

Portfolio management systems

Financial planning software

Job description

Cambridge Investment Research, Inc. is partnering with WealthPlanners to hire an experienced Client Service Advisor in a hybrid Phoenix, AZ role. You will join a team supporting financial planners and clients, delivering high-touch service and assisting with planning activities.

The ideal candidate has 2+ years in financial services, a Series 7 license, and strong communication and organizational skills to handle multiple priorities and complex client needs in a collaborative environment.