Client Relationship Manager & Servicing Advisor

Job Description Job Summary Money at Work, LLC is a full-service, personalized financial planning firm. Clients are our main priority, which is why we are growing our team and seeking a registered, team-oriented, high-performing Service Advisor to complement our existing team. The Service Advisor is accountable for managing and nurturing existing client relationships. The primary focus is to provide high-touch service, ensure client satisfaction, and effectively handle any client referrals. The Service Advisor supports the firm by improving client retention and contributing to the firm’s strategic growth goals without the expectation of prospecting for new business. This role ensures that each client’s financial plan is monitored, maintained, and aligned with long-term objectives.…