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Client Service Representative
EQ Wealth Management · Bellevue
Pay$70k – $85k
PostedNov 13, 2026
LevelMid level
In short
Position Summary The Client Service Representative (CSR) supports advisors and serves as a supporting point of contact for clients, providing responsive service and managing…
📋 About the job
Position Summary The Client Service Representative (CSR) supports advisors and serves as a supporting point of contact for clients, providing responsive service and managing account servicing requests from initiation through completion. The role combines direct client communication and relationship support with hands-on responsibility for client onboarding, account administration, money movement, custodian coordination, accurate records, and operational quality control. The CSR works closely with advisors and the Operations team to resolve routine and complex service needs and deliver a consistent client experience.
✅Essential Duties and Responsibilities
✅Client Service and Advisor Support
✅Respond to client service inquiries by phone and email, building strong relationships and providing clear, timely follow-up.
✅Own client service requests from intake through resolution, clarify instructions, coordinate next steps, and proactively communicate status and outstanding requirements.
✅Guide new clients through onboarding, gather required information and documents, explain account opening and servicing procedures, and help clients complete paperwork and electronic signatures.
✅Research and resolve routine and complex account servicing and custodial inquiries; coordinate with advisors, custodians, and internal teams when additional expertise or approval is needed.
✅Assist clients with access to account portals, statements, tax documents, and other account information, and recognize matters requiring advisor or compliance involvement.
✅Operations and Account Administration
✅Prepare and process new account opening documentation, ensuring accuracy, completeness, and timely submission to custodians; monitor outstanding items through account opening and funding.
✅Process account maintenance requests, including registration and ownership changes, beneficiary updates, client profile and contact information changes, retirement account maintenance, account features, and other custodial services.
✅Coordinate and process account transfers and money movement requests, including wire transfers, ACH transactions, journals, check requests, and recurring contributions and distributions, following required authorization and verification procedures.
✅Monitor workflow queues, deadlines, and pending requests; follow up with clients, custodians, and internal teams to resolve missing information and processing issues.