Client Service Specialist

About the role

The Client Service Specialist within the Bard Financial Group provides day-to-day administrative and service support to clients and advisors, ensuring accurate processing, responsive service and timely follow-through. The firm manages about $1.2B in assets and offers a collaborative, close-knit environment backed by the resources and stability of Osaic's Empowered Independence platform. The position is full time and onsite in Branford, with the potential to grow into a broader office manager role.

Key responsibilities

• Provide administrative and operational support to advisors on client servicing, financial planning support and daily business activities.
• Manage front office reception, including greeting visitors, answering phones, directing inquiries and supporting clients and advisors professionally.
• Support client onboarding and ongoing account servicing, such as account setup, transfers and beneficiary changes.
• 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 resolution.
• Coordinate with custodians, product partners and internal teams to support service delivery.
• Protect confidential client and firm information at all times.

Required profile

• High school diploma or GED equivalent (minimum); bachelor's degree preferred.
• Experience in a professional office environment, preferably in client service, operations or wealth management support.
• Experience in business, finance, accounting or a related field is helpful; securities licenses (e.g. Series 7, 63/65/66) are a plus.
• Detail-oriented, able to work independently and in a team, with strong communication and problem-solving skills.

Required skills

• Proficiency with Microsoft Excel and basic math concepts.
• Strong verbal and written communication skills.

What we offer

• Salary of $65,000-$75,000 per year plus an annual performance-based bonus.
• Health, vision and dental insurance, 401k and paid time off.