Wealth Management Client Services Associate

Advisor Seekers LLC; Morton (IL); On-site; USD 50,000 - 70,000; Full time

Job summary

Advisor Seekers LLC is seeking a client-focused Service Advisor to support financial advisors and help clients navigate their financial needs with confidence. This role is ideal for a detail-oriented professional who enjoys solving problems, coordinating financial services, and delivering an exceptional client experience.

You will build relationships, manage client inquiries, assist with accounts, and collaborate with advisory and operations teams to ensure accurate records and timely follow-up,

Qualifications

• 1-4 years of experience in financial services, wealth management, client service, or a related administrative role.
• Strong communication, organization, and relationship-building skills.
• Excellent attention to detail and the ability to manage multiple priorities.
• A proactive, solutions-oriented approach to client service.
• Familiarity with financial systems, client records, and account documentation.
• The ability to handle confidential information with discretion and professionalism.
• A collaborative mindset and commitment to outstanding client support.

Responsibilities

• Build and maintain strong relationships with existing clients while providing responsive, personalized service.
• Support financial advisors with client requests, account maintenance, and ongoing relationship management.
• Coordinate client meetings, prepare documentation, and ensure timely follow-up on action items.
• Assist with account openings, transfers, money movement requests, and other account related needs.
• Respond to client inquiries and proactively communicate updates and next steps.
• Maintain accurate client records and ensure documentation is complete and organized.
• Collaborate with advisory and operations teams to resolve issues efficiently.

Tools

CRM systems

Financial planning platforms

Job description

Advisor Seekers LLC is seeking a client-focused Service Advisor to support financial advisors and help clients navigate their financial needs with confidence. This role is ideal for a detail-oriented professional who enjoys solving problems, coordinating financial services, and delivering an exceptional client experience.

You will build relationships, manage client inquiries, assist with accounts, and collaborate with advisory and operations teams to ensure accurate records and timely follow-up,