Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 26 days ago

Client Service Assistant

Advisor Group59 open roles

Pay
$40,000 – $55,000 a year
Where
Morgantown
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowClient Service AssistantAdvisor Group · Morgantown

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Advisor Group's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.2% of postings close within 7 days. Measured by our own scanner across the market. Advisor Group postings stay open a median of 1 days.

Share of postings closed within
  1. 1.8%1 day
  2. 3.6%3 days
  3. 8.2%7 days
  4. 15.2%14 days
  5. 34.0%30 days
This job: posted 26 days ago

Advisor Group median: 1 days open

The posting

Current Employees and Contractors Apply Here

Osaic Careers

Client Service Assistant

Location(s): 35 Cherry Hill Rd., Morgantown, WV 26508

Role Type: Full-time

Salary: $40,000 - $55,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.

Summary:

The Client Service Assistant provides comprehensive support to clients, advisors, and firm leadership by combining client service, administrative assistance, and financial planning support. This role helps deliver an exceptional client experience, coordinates advisor activities, and supports financial planning initiatives.

Responsibilities:

Client Service & Operations

  • Serve as a primary point of contact for client service requests and inquiries, providing responsive and professional support via phone, email, and in person.
  • Support client onboarding and ongoing account servicing, including account setup, transfers, beneficiary changes, documentation, and routine service requests.
  • Build strong client relationships through consistent communication, timely follow-up, issue resolution, and appropriate escalation.
  • Prepare client meeting materials, coordinate scheduling and logistics, and support post-meeting follow-through.
  • Provide administrative and operational support to advisors across client service, financial planning, investment and insurance processing, and daily business activities.
  • Review and process client documentation for completeness, accuracy, and compliance with firm and regulatory requirements.
  • Track client workflows, service requests, deadlines, and outstanding items to ensure timely completion.
  • Maintain accurate client records and data across CRM, custodial, recordkeeping, and firm systems to support service, reporting, and audit readiness.
  • Coordinate with custodians, product partners, and internal teams to support efficient service delivery and operational follow-through.

Advisor Administrative Support

  • Manage advisor calendars, including client meetings, travel, conference registrations, and event logistics.
  • Prepare correspondence, reports, meeting files, notes, and other advisor or executive communications.
  • Track and follow up on meeting action items and administrative deliverables.
  • Assist with client appreciation events and other firm-sponsored activities.
  • Handle confidential and sensitive information with professionalism and discretion.

Paraplanning & Financial Planning Support

  • Assist advisors in gathering, organizing, reviewing, and maintaining client financial data.
  • Support the preparation of financial plans, retirement projections, investment analyses, cash flow reviews, insurance evaluations, reports, illustrations, and client presentation materials.
  • Conduct research related to financial planning strategies, investment solutions, retirement planning, and risk management.
  • Assist with implementation, follow-up, and tracking of planning recommendations and related action items.
  • Review client information to identify missing data, planning considerations, and service opportunities.
  • Support client review meeting preparation by updating financial planning information, account summaries, and planning recommendations.
  • Maintain documentation related to financial plans and recommendations in accordance with compliance and recordkeeping requirements.

Education Requirements:

  • Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Basic Requirements:

  • 3+ years of experience in the financial services industry, preferably in a client service, operations, executive support, paraplanning, or wealth management support role.
  • Strong customer-centric mentality with a commitment to delivering exceptional client experiences.
  • Excellent verbal and written communication skills.
  • Proven organizational and time-management skills with the ability to manage multiple priorities and deadlines.
  • Strong problem-solving abilities with sound judgment for resolving client issues and escalating when appropriate.
  • High attention to detail and commitment to accuracy.
  • Proficiency with CRM systems, financial planning software, document management systems, video meeting tools, and Microsoft Office or equivalent.
  • Ability to handle confidential information with discretion and professionalism

Current Employees and Contractors Apply Here

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Advisor Group's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Advisor Group's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Advisor Group's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.