Client Services Representative Adalan Private Wealth | Full-Time | Remote About Adalan Private Wealth Adalan Private Wealth takes a collaborative, personalized approach to financial planning. By understanding the unique circumstances and priorities of the families we serve, we develop tailored strategies to help them grow and preserve wealth throughout their financial journey.

About the Role

We are seeking a responsive, detail-oriented Client Services Representative to deliver exceptional service and support our financial advisors and operations team. This role requires professional communication, strong organizational skills, and the ability to manage competing priorities independently in a remote environment.

Key Responsibilities

Respond promptly and professionally to client inquiries by phone and email. Schedule and coordinate client meetings. Assist with account-related requests, documentation, and client onboarding. Maintain accurate, current client records in CRM and other internal systems. Prepare basic reports and meeting summaries for advisors. Track outstanding requests and follow through to resolution. Collaborate with advisors and operations staff to address service concerns and provide a seamless client experience. Protect confidential information and follow applicable regulatory requirements and firm policies.

Qualifications

Strong written and verbal communication skills. A commitment to responsive service, proactive follow-up, and relationship management. Excellent organizational skills, attention to detail, and time management. Ability to work independently while collaborating effectively with a remote team. Foundational knowledge of finance or experience in financial services or wealth management. Prior experience in a client-facing role and familiarity with CRM systems preferred. Understanding of financial services confidentiality and regulatory requirements preferred. An associate or bachelor’s degree in business, finance, communications, or a related field is helpful but not required.