Client Service Advisor

Summary

Join our client's team as a Client Service Advisor, supporting a growing client base with dedication and professionalism in Western Washington.

Requirements

• Bachelor’s degree required
• Minimum of two years of experience in financial services
• Series 65 and Life and Health Insurance licenses preferred (or willingness to obtain)
• Strong relationship management skills with excellent communication abilities
• Ability to work independently and thrive in a team-oriented environment
• Proficient in industry software, Microsoft Office, and CRM systems
• High attention to detail, organizational skills, and problem-solving abilities

Responsibilities

• Deliver exceptional, high-touch service to clients, addressing financial inquiries, account management needs, and product offerings
• Build and sustain long-term relationships with clients, positioning yourself as a trusted resource
• Coordinate with internal departments, including Insurance, Investment, and Client Experience teams, to ensure timely completion of client service requests
• Handle all aspects of client review meetings, including preparing materials, reviewing preliminary agendas, and finalizing client presentations
• Develop and maintain client data within CRM systems and manage electronic client files
• Provide personalized financial solutions by staying current with industry trends and offerings
• Ensure compliance with all regulatory standards during client interactions
• Support business development by conducting client review meetings, proactively expanding client plans, and identifying new business opportunities
• Own all components of assigned client review meetings, including strategy updates, financial plan reviews, and follow-up summaries within 24-48 hours post-meeting