Client Services Specialist

The Client Service Specialist supports Financial Professionals, clients, and internal partners by coordinating day-to-day client service, account support, documentation, and follow-up activities. This role helps ensure client and advisor requests are handled accurately, professionally, and within expected timeframes. The position works closely with advisors, clients, operations, compliance, supervision, and other service teams to resolve questions, complete service requests, and support a consistent service experience. Success in this role is measured by service quality, accuracy, responsiveness, follow-through, and effective coordination with internal partners.

What you will do:

• Serve as primary service contact for assigned households, managing day-to-day service needs with accuracy and responsiveness 
• Process account updates, contributions, distributions, transfers, maintenance requests, and other service transactions in accordance with established procedures and data standards 
• Coordinate onboarding activities, including documentation collection, custodial account opening support, and tracking of outstanding requirements  
• Prepare client review materials, organize documentation for signatures, and maintain accurate client records  
• Communicate directly with clients regarding account activity, service timelines, documentation needs and follow up items   
• Consult with custodians, advisors, and internal partners to resolve service requests and ensure timely completion of transactions.  
• Oversee moderately complex client inquiries independently, exercising judgment within established guidelines  
• Escalate higher risks, complex or ambiguous situations to Senior Client Services Specialist or Supervisor while providing context and recommended next steps  
• Maintain CRM accuracy and ensure documentation is complete, compliant, and aligned with service standards  
• Identify process inefficiencies or recurring issues and recommend workflow improvements to enhance service quality  

What you will have:

• High school diploma or GED required  
• Minimum of 3 years of experience in financial services or administrative experience
• Independent execution 
• Strong problem solving 
• Understanding of client service workflows 
• Ability to manage multiple priorities  

Preferred: 

• Financial services experience 
• Knowledge of custodial processes  

Other Requirements: 

• This role is hybrid and requires regular, in‑person attendance during scheduled workdays in accordance with the Company’s Hybrid Workplace Policy

Compensation:

The base annual salary range for this role is $54,000 - $74,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

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