P004005-Client Services Representative

Client Services Representative – S1 The Client Services Representative serves as a key point of contact between Financial Advisors and clients. This role is responsible for delivering exceptional client service, supporting advisor business operations, managing administrative tasks, and ensuring timely follow-through on client requests and regulatory requirements. The ideal candidate is highly organized, detail-oriented, and committed to providing outstanding client experience. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo).