The Client Service Advisor is a relationship-driven professional responsible for expanding client engagement and contributing to the firm’s revenue growth. This role blends financial consulting with proactive business development by nurturing existing client relationships and identifying new opportunities to onboard prospective clients. The ideal candidate possesses a strong foundation in financial services, exceptional interpersonal skills, and the ability to match client needs with tailored financial solutions. By leveraging the firm’s established expertise and resources, the Client Service Advisor plays a critical role in delivering value to clients while advancing the firm’s business goals.

Key Responsibilities

• Analyze current client portfolios to identify opportunities for cross-selling and up-selling additional financial products and services
• Develop and execute personalized strategies to deepen relationships with existing clients and drive retention
• Proactively engage in marketing and outreach efforts to attract new clients through networking, referrals, and campaigns
• Conduct consultative meetings with prospects to assess financial goals and recommend tailored solutions
• Guide new clients through the onboarding process, ensuring a seamless and professional experience
• Meet or exceed individual sales goals and revenue targets through new business development and client expansion
• Maintain accurate and detailed records of client interactions, activity tracking, and progress toward goals
• Collaborate with internal teams to coordinate service delivery and ensure consistent, high-quality client experience