Job Opening - Client Service Representative

We are seeking an experienced relationship builder to work with our relationship management and operations teams on organizing and maintaining client paperwork, identifying efficiencies and streamlining processes to support firm and departmental goals.

The ideal candidate will have experience working with general operations duties and be comfortable in a fast-moving, dynamic environment. Experience in the financial services industry is preferred, however, any candidate with the right skill-set and attitude will be considered.

If you are a professional that desires to be in service to others, inspires an abundance mindset, exemplifies professionalism, listens generously, provides clarity through collaboration and are on a quest to grow and improve while being humbly confident, our firm is a great fit for you!


  • Partner with the Operations Team and Relationship Management Team to organize, scan, upload and maintain paperwork.

  • Use Junxure Cloud CRM system to reconcile data and support database management

  • Prepare for client meetings to support relationship and adviser teams

  • Responsible for client agreement tracking, processing and filing

  • Assist with maintaining electronic document filing system

  • Provide team support, research and problem resolution

  • Assist in billing functions for all fee-based accounts, financial planning fees, tracking of commissions and trails, and compiling of various business metrics.


  • Bachelor’s Degree

  • Solid accuracy and attention to detail skills

  • Ability to balance changing priorities throughout the day

  • Self-starter

  • Excellent organizational and project management execution skills

  • Strong communication and follow-up skills

  • Multitasker and ability to work at a varied pace

  • Comfortable using Excel and learning ways to use it more effectively

  • Excellent computer skills

  • Knowledge of financial services industry is a plus

  • Sharepoint knowledge is a plus

Interested candidates may apply by sending resumes to