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61 Advisor Group Business Development Associate Jobs Hiring Near You

Advisor Group

Client Service Specialist

Columbus, OH

$40.37/hr

... and advisors by responding to client needs, supporting account transactions, preparing client ... Bachelor's degree or coursework in Business, Finance, Economics, Accounting, or a related field ...

New

Janel Group

Business Development Associate

Dallas, TX

$50K - $55K/hr

Business Development Associate Janel Group is seeking a Business Development Associate to drive new business growth. This is a true hunter role focused on identifying, pursuing, and securing new ...

Janel Group

Business Development Associate

Houston, TX

$50K - $55K/hr

Business Development Associate Janel Group is seeking a Business Development Associate to drive new business growth. This is a true hunter role focused on identifying, pursuing, and securing new ...

Janel Group LLC

Business Development Associate

Dallas, TX · On-site

$44K - $60K/yr

Business Development Associate Janel Group is seeking a Business Development Associate to drive new business growth. This is a true hunter role focused on identifying, pursuing, and securing new ...

Achilles Group

Business Development Associate

Houston, TX

$42K - $58K/yr

Company Description Achilles Group is looking for a Business Development Associate to join their team in Northwest Houston! At Achilles Group , we provide Fractional HR to our clients in the areas of ...

MDW Associates

Business Development Associate

Mclean, VA · Remote

$24 - $30/hr

MDW Associates is seeking a motivated and detail-oriented part-time Business Development Associate ... Group Life Insurance/Long Term Disability/Short Term Disability * Retirement/401(k) * Flexible ...

New

MDW Associates

Business Development Associate

Mclean, VA

$45K - $61K/yr

MDW Associates is seeking a motivated and detail-oriented part-time Business Development Associate ... Group Life Insurance/Long Term Disability/Short Term Disability * Retirement/401(k) * Flexible ...

New

MDW Associates

Business Development Associate

Tysons, VA · On-site

$24 - $30/hr

MDW Associates is seeking a motivated and detail-oriented part-time Business Development Associate ... Group Life Insurance/Long Term Disability/Short Term Disability * Retirement/401(k) * Flexible ...

Infinity Group LLC

Business Development Associate

Austin, TX · On-site

$44K - $60K/yr

Infinity Group is a design-driven architecture and construction firm. We guide those responsible ... Summary The role of a Business Development Associate at Infinity Group entails supporting the ...

Oracle Elevator

Business Development Associate

Sunrise, FL

$42K - $58K/yr

Business Development Associate Elevated, the fastest-growing independent elevator services provider ... APi Group's purpose, We Build Great Leaders , drives both companies to empower employees at all ...

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Infographic showing various Business Development Associate job openings at Advisor Group in the United States as of July 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 85% Physical, 13% Hybrid, and 2% Remote job distribution.
Client Service Specialist

Client Service Specialist

Advisor Group

Columbus, OH

$40.37/hr

Full-time

Posted yesterday

Job description

Osaic Careers

Client Service Specialist

Location(s): Columbus: 7650 Rivers Edge Dr., Suite 250, Columbus, OH 43235

Role Type: Full-time, 37.5 hours

Salary: $40.37 per hour

Summary:

The Client Service Specialist provides high-quality service and operational support to clients and advisors by responding to client needs, supporting account transactions, preparing client materials, maintaining accurate records, and coordinating with internal teams to ensure timely and compliant completion of requests. This role requires strong attention to detail, clear communication, and a client-first approach to help deliver a consistent, professional, and responsive client experience.

Education Requirements:

  • Bachelor's degree or coursework in Business, Finance, Economics, Accounting, or a related field preferred. High school diploma or GED required.

Responsibilities:

  • Build and maintain strong client relationships by delivering responsive, high-quality service and proactively addressing client financial needs.

  • Process account transactions including new account openings, fund purchases and redemptions, asset transfers, and beneficiary changes while maintaining accurate documentation

  • Respond to client inquiries regarding account balances, fund performance, product features, and transaction status, escalating complex matters to the appropriate advisor

  • Prepare and organize client meeting materials, including portfolio summaries, fund fact sheets, and prospectus documents to support advisor consultations

  • Coordinate with internal teams to resolve service issues, process paperwork, and ensure timely completion of client requests

  • Maintain up-to-date client records and ensure all documentation meets firm and regulatory compliance standards

  • Provide essential administrative support, including appointment scheduling, and supporting daily office operations.

Basic Requirements:

  • FINRA Series 6 and SIE licenses required; Series 63 preferred

  • 1-3 years of experience in financial services, client service, or related field

  • Strong communication and interpersonal skills with a client-first mindset

  • Proficiency in Microsoft Office Suite and CRM software

  • Excellent organizational skills and attention to detail

  • Ability to handle multiple priorities in a fast-paced environment

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About Advisor Group

Sourced by ZipRecruiter

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

Social media

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