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Advisor Support Specialist - Alexandria - TalentRemedy
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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Support Specialist
Only for registered members Alexandria
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Tech Support Specialists for USPTO IT Support
Only for registered members Alexandria, Virginia, United States
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Retirement Support Specialist
Only for registered members Alexandria
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Administrative Support Specialist
Only for registered members Alexandria
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Administrative Support Specialist
Only for registered members Alexandria
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Support Specialist I
Only for registered members Alexandria, VA
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Administrative Support Specialist
Only for registered members Alexandria
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Retirement Support Specialist
Only for registered members Alexandria, Virginia, United States
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Administrative Support Specialist
Only for registered members Alexandria, VA
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Administrative Support Specialist
Only for registered members Alexandria, VA
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Advisor Support Specialist
Only for registered members Alexandria
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Sys. Support Specialist I
Only for registered members Alexandria
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Sys. Support Specialist I
Only for registered members Alexandria, VA
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Sys. Support Specialist I
Only for registered members Alexandria
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Sys. Support Specialist I
Only for registered members Alexandria
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Sys. Support Specialist I
Only for registered members Alexandria, Virginia, , United States
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Executive Administrative Support Specialist
Only for registered members Alexandria
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Direct Sale Support Specialist
Only for registered members Alexandria
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Technical Support Specialist
Only for registered members Washington
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IT Branch Support Specialist
Only for registered members Washington
