Client Service Representative (CSR) Wealth Management

About Us We are an established independent wealth management and financial planning firm serving a select group of individuals and families who value thoughtful advice, personal relationships, and long-term guidance. For more than 40 years, we have helped clients navigate important financial decisions with clarity, professionalism, and care. Our team operates in a collaborative, high-accountability environment where precision, responsiveness, integrity, and genuine client service matter deeply. Position Overview This position begins with a strong operational and administrative foundation. The individual in this role will be responsible for coordinating workflows, processing client service requests, maintaining accurate documentation, and ensuring exceptional follow-through. The individual in this position plays a critical role in ensuring clients receive accurate, timely, and professional service. In our firm, operational excellence is not secondary work — it is an essential part of delivering a high-quality client experience and maintaining client trust. We are seeking a highly organized, detail-oriented, and client-focused professional to become an integral part of our team. This role is central to delivering the high-touch experience our clients expect and value. The ideal candidate is someone who takes pride in excellence, communicates professionally, follows through consistently, and enjoys helping create order, confidence, and exceptional service for clients and advisors alike. This position offers meaningful exposure to financial planning operations, client relationship management, and wealth management workflows within a respected independent advisory firm. The first phase of the role focuses heavily on mastering the operational side of wealth management, including client service workflows, custodial processes, documentation, and execution. Individuals who demonstrate strong judgment, professionalism, initiative, and consistency may have opportunities over time for expanded responsibilities and broader exposure to financial planning and client relationship support. Success in this role requires strong organizational ability, follow-through, professionalism, and attention to detail. The work is operationally intensive and process-oriented, particularly during the early stages of the position, as developing mastery of wealth management operations is foundational to long-term success within our firm. This is an excellent opportunity for someone who enjoys creating order, managing details, supporting a high-performing team, and building a long-term career within a respected independent wealth management firm. Why This Role Matters Financial planning is deeply personal work. Behind every account, transfer, review, and recommendation is a client placing trust in our team during important moments in their life. The right candidate will understand that operational excellence and client care are inseparable — and that attention to detail can have a meaningful impact on a client's confidence and peace of mind. The quality of a client's experience is often determined by the precision, responsiveness, and follow-through behind the scenes. Key Responsibilities

• Serve as a responsive and professional point of contact for client service needs
• Coordinate account paperwork, transfers, money movements, and follow-through
• Help ensure clients experience timely, organized, and thoughtful service
• Maintain accurate client records and documentation
• Coordinate custodial paperwork and operational processes
• Ensure workflows are completed with precision and accountability
• Assist with meeting preparation and client review coordination
• Support planning workflows and internal organization
• Help maintain a smooth, efficient, and proactive client experience Professional Growth We are committed to long-term development and value team members who are intellectually curious, proactive, and interested in growing within the financial planning profession.

The right individual will gain broad exposure to wealth management operations, planning workflows, client communication, and advisory support over time. We value professionals who think critically, communicate openly, identify opportunities for improvement, and take ownership of their responsibilities. Our Culture We believe professionalism and kindness can coexist. We value humility, accountability, collaboration, discretion, and mutual respect. We are building a team of professionals who genuinely care about doing excellent work and supporting one another. The Ideal Candidate

• Calm under pressure
• Highly organized and detail-oriented
• Professional and polished communicator
• Naturally proactive and dependable
• Comfortable managing multiple priorities
• Motivated by helping others
• Takes pride in doing things exceptionally well
• Interested in long-term professional growth Qualifications 2-5+ years of experience in an administrative, client service, or support role in a Financial Planning Firm or Registered Investment advisory firm.

Strong organizational skills and attention to detail Ability to manage multiple tasks and follow through consistently Professional communication skills with high-net-worth clients Experience in wealth management or financial services preferred

Pay:

$75,000.00 - $90,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Health savings account Paid time off Professional development assistance Retirement plan Application Question(s): What part of this job do you think is the hardest? How will this position help you reach your own personal goals and objectives? Which work environment do you perform best in? o Structured, process-driven, high accountability o Flexible, loosely structured o Fast-paced with minimal processes o Independent with little oversight You receive multiple urgent requests at once (wire, distribution, account issue). How do you prioritize? o Handle requests in the order received o Prioritize based on urgency, deadlines, and client impact o Work on whichever seems easiest first o Wait for direction What does great client service look like in a wealth management firm?

Education:

Bachelor's (Preferred)

Work Location:

In person