## Client Services ConsultantApplyremote type: Hybridlocations: West Des Moines, IA: Fairfield, IA: Phoenix, AZtime type: Full timeposted on: Posted 3 Days Agojob requisition id: R- # **Job Summary**# **Key Deliverables and Responsibilities**WealthPlanners is seeking an experienced **Client Service Advisor** to join our growing team. In this role, you'll serve as a key partner to financial advisors and clients, delivering high-touch service, supporting financial planning activities, and helping ensure an exceptional client experience.The ideal candidate has a strong background in financial services, excels at building relationships, thrives in a collaborative environment, and enjoys solving complex client needs.**What You'll Do:****Client Service & Relationship Management*** Deliver exceptional service by addressing client questions and providing timely solutions.* Research and resolve complex client service issues while keeping advisors informed of progress and outcomes.* Serve as a trusted resource for clients, advisors, and internal team members.* Communicate next steps clearly and proactively to ensure a seamless client experience.**Advisor & Planning Support*** Support financial advisors with client servicing, account maintenance, and planning-related activities.* Prepare materials for client meetings and ensure all meeting deliverables are accurate and complete.* Attend client meetings when requested, take detailed notes, and assist with follow-up action items.* Run reports and provide data from portfolio management and financial planning platforms.* Review client presentations and planning materials for quality and accuracy.**Operations & Workflow Management*** Track client workflows, outstanding requests, and deliverables to ensure timely completion.* Utilize CRM systems, financial software, and technology platforms to maintain accurate client records.* Prepare and submit client maintenance forms and documentation.* Develop and maintain written procedures and systems that support team efficiency.# **What We Are Looking For*** 4+ years of financial services, wealth management, or related client service experience.* Series 7 license required.* Strong understanding of client service processes, financial planning concepts, and operational workflows.* Exceptional communication and relationship-building skills.* Highly organized with the ability to manage multiple priorities and deadlines.* Strong analytical, problem-solving, and critical-thinking abilities.* Ability to work independently while collaborating effectively with a team.**Preferred Qualifications*** Experience supporting financial advisors in a wealth management environment.* Familiarity with CRM platforms, portfolio management systems, and financial planning software.* Experience handling escalated client issues and complex service requests.**Why Join WealthPlanners?**At WealthPlanners, we are committed to helping clients pursue their financial goals through personalized advice and exceptional service. We foster a collaborative, professional environment where team members are empowered to grow, contribute innovative ideas, and make a meaningful impact on the lives of clients and advisors alike.If you're passionate about client service, financial planning, and building lasting relationships, we encourage you to apply.
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