Delivering high-touch operational and client service excellence, the full-time Senior Client Services Representative will support financial advisors and their clients remotely, responding to requests and processing account transactions while collaborating with internal teams. Key responsibilities Respond promptly to advisor and custodian requests via phone, digital app, and email Process account applications, transfers, updates, and cash distributions while resolving NIGO alerts efficiently Provide concierge-level operational support to enable high-growth advisors to focus on client relationships and practice expansion Required qualifications 3+ years of relevant experience in financial services, preferably at a registered investment advisor, custodian, or broker-dealer Professional phone presence with a passion for delivering exceptional client/advisor care Proficiency with custodian platforms and industry technology Experience with major custodians or broker-dealers is a strong plus Familiarity with Salesforce, Slack, and Orion is highly desirable