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Client Services & Advisor Support
Career Insights for Client Service Representative / Associate
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Scorecard
Based on Florida data
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What they do
A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
$44,899 / year median in Florida
-2% projected decline
Job Description
Client Services & Advisor Support at Z Wealth Solutions Client Services & Advisor Support at Z Wealth Solutions in Dania, Florida Posted in about 19 hours ago.
Type:
full-time
Summary:
This role supports a fast-paced wealth management and life insurance practice by ensuring smooth daily operations, exceptional client service, and accurate processing of insurance applications. This role blends administrative support, CRM management, advisor assistance, and direct client interaction to help maintain a high-quality, compliant client experience. Key Responsibilities Provide day-to-day administrative support to wealth management and life insurance advisors. Manage and maintain CRM records, workflows, task tracking, and client data integrity. Prepare, submit, and follow up on life insurance applications, including requirements, underwriting updates, and carrier communication. Assist with scheduling, client onboarding, policy delivery, and ongoing service requests. Serve as a primary point of contact for clients, delivering warm, responsive, and professional service. Coordinate with carriers, vendors, and internal teams to ensure timely processing and issue resolution. Support compliance requirements through accurate documentation, recordkeeping, and communication. Assist with basic reporting, client reviews, and operational projects as needed. Required Experience & Skills Prior experience in a wealth management, financial planning, or insurance o????ice. Hands-on experience assisting life insurance advisors and processing life insurance applications. Strong CRM management skills . Excellent client service and communication abilities. High attention to detail, accuracy, and follow-through. Ability to manage multiple priorities in a deadline-driven environment. Familiarity with insurance carriers, underwriting processes, and financial services terminology.
Work Location:
This role may be performed in-office, hybrid, or remotely, but will be expected to complete an initial in-office training and onboarding period before eligibility to a different work arrangement.
Annual Salary:
Starting salary will range from $60K-70K, based on experience and qualifications.