Client Service Specialist

Key Responsibilities

• Serve as a primary point of contact for client service needs, responding to requests with professionalism, accuracy, and timeliness
• Support advisors with day-to-day client service and relationship management activities
• Participate in client meetings as needed and assist with post-meeting follow-up items
• Deliver proactive client outreach and ongoing service communications
• Prepare, process, and track new account paperwork and related documentation
• Aid clients with account opening, maintenance, and account updates
• Submit and track trade requests in accordance with firm and regulatory standards
• Research and resolve client inquiries and service issues
• Maintain proficiency in CRM systems, portfolio management tools, and custodial platforms
• Maintain knowledge of client-specific account structures, benefits, and service needs
• Collaborate cross-functionally with advisors, operations, and leadership teams
• Support leadership with special projects and operational initiatives as assigned

Qualifications

• A high school diploma or GED
• 2–4 years of relevant experience in client service, operations, or financial services
• Proficiency with Microsoft Office and CRM systems
• Familiarity with custodial platforms and financial services processes
• Strong attention to detail with a focus on accuracy and compliance
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment