Client Services Representative

About the Role Our client is a well-established, dually registered broker-dealer and investment advisory firm, seeking a highly motivated, experienced, and registered Client Service Representative (CSR) to join their collaborative and growth-oriented team. This role is central to delivering exceptional client service while supporting senior advisers and internal operations. Key Responsibilities Client Support & Engagement Serve as a primary point of contact for clients via phone and in person Process new account applications and service requests with accuracy and efficiency Research and resolve client account inquiries Proactively engage clients through thoughtful outreach and relationship-building initiatives Adviser & Operational Support Coordinate and schedule adviser meetings and appointments Prepare financial planning documents and client meeting materials Maintain and update CRM systems (Redtail) Utilize industry platforms such as Albridge, FI360, and NaviPlan Collaborate with co...

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