Advisor Support Specialist - Alexandria - TalentRemedy

    TalentRemedy
    TalentRemedy Alexandria

    16 hours ago

    Description

    Are you a detail-oriented financial services professional who thrives in a client-facing role?

    A well-established, client-focused investment advisory and brokerage firm is seeking an experienced Client Service Representative (CSR) to support senior advisers and help deliver exceptional service to high-net-worth individuals, families, trusts, and organizations.

    This is a highly visible role where you'll build relationships, solve problems, and play a key part in the client experience.

    What You'll Do

    Serve as a primary point of contact for clients (phone & in-person)

    Process new accounts and service requests accurately and efficiently

    Research and resolve account inquiries

    Prepare financial planning and meeting materials

    Maintain CRM (Redtail) and work within platforms such as Albridge, FI360, and NaviPlan

    Coordinate adviser schedules and support operations/compliance

    Collaborate with custodians (including Pershing)

    What We're Looking For


    • 3+ years in a CSR or similar financial services role


    • Series 7 & 63 preferred but not required


    • Strong organizational and communication skills


    • High attention to detail


    • Professional presence and commitment to confidentiality


    • Self-starter who takes ownership and follows through

    If you're looking for a long-term opportunity where client service truly matters, we'd love to connect.

    Apply directly or message me for more details.


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