Client Services Consultant

Client Services Consultant

BridgePort Financial Solutions is seeking a talented Client Services Consultant to join our dynamic team. In this role, you have the opportunity to make an immediate impact by supporting financial advisors and their clients with exceptional service and operational excellence. As a Client Services Consultant, you will play a critical role in enhancing workflows, improving communication, and fostering relationships with financial advisors and clients. You will be at the heart of our operations, ensuring smooth processes and outstanding client support.

Master Tools and Processes:

• Expand your expertise in Orion financial software applications to optimize workflows and enhance efficiency.
• Understand and effectively communicate policies and procedures, including custodial firm guidelines (Schwab, Fidelity, Pershing).

Deliver Exceptional Service:

• Provide courteous and professional support through phone, email, and occasional in-person interactions.
• Problem-solve incoming requests and collaborate with teams to resolve issues promptly.

Ensure Accuracy and Compliance:

• Review workflows and paperwork for accuracy and completeness.
• Assemble, process, and manage account paperwork while maintaining up-to-date client information in financial systems.
• Handle account openings, transfers, cash management, and other transactions with precision and attention to detail.

Foster Relationships and Engagement:

• Prepare professional correspondence and documents to support advisors and clients.
• Assist with marketing initiatives and coordinate client appreciation events to strengthen relationships.

Innovate and Improve:

• Actively participate in continuous improvement efforts, contributing ideas to enhance daily processes and procedures.

Location: Boxborough, MA

Compensation: $65,000 - $75,000 salary. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate's qualifications, the Company's operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.