Client Service Advisor
On-siteLongmeadow, Massachusetts, United States
Job Summary
Analyze client portfolios to identify cross-selling and up-selling opportunities for additional financial products. Develop personalized strategies to deepen existing relationships and drive retention while proactively engaging in marketing outreach to attract new clients through networking and referrals. Conduct consultative meetings with prospects to assess financial goals and guide new clients through the onboarding process. Meet or exceed individual sales goals and revenue targets through new business development, maintaining accurate records of all interactions and activity tracking. Collaborate with internal teams to coordinate service delivery and ensure a consistent, high-quality client experience.
Required Qualifications
- Bachelor's degree in Finance, Business, or a related field preferred
- Proven experience in financial services, client relationship management, or advisory roles
- Demonstrated success in sales, client acquisition, or revenue-generating positions
- Proficiency with CRM systems (e.g., Salesforce) and financial planning software
- Comfortable using virtual meeting platforms and digital communication tools
- Strong knowledge of Microsoft Office Suite, particularly Excel and Outlook
- Active Series 65 license or combination of Series 7 and 66 required
- Understanding of fiduciary responsibilities and compliance with SEC/FINRA regulations
- Commitment to maintaining continuing education and staying informed on industry regulations
- Ability to work for extended periods at a desk using a computer
- Ability to lift up to 10 pounds if/when necessary
- Office-based role with potential travel to conferences, events, and satellite offices as needed
Desired Qualifications
- Bachelor's degree in Finance, Business, or a related field preferred
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