Client Services Specialist
About the role
The Client Services Specialist independently manages day-to-day client servicing activities for assigned clients, ensuring accurate processing, proactive communication, and adherence to service, documentation and compliance standards. Serves as a primary service contact for moderately complex relationships, coordinates service requests across internal teams and custodians, and escalates complex issues appropriately. Supports execution aligned with client coverage models and contributes to workflow improvements that enhance service quality and consistency.
Responsibilities
- Serve as primary service contact for assigned clients, 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
- Coverage 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
Requirements
- 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
Qualifications
- Financial services experience
- Knowledge of custodial processes
Skills
N/A
Benefits
Compensation Range: The base hourly range for this role in Dubuque, IA is $25.95 - $33.15 plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.
About Us
About Us
What We Give You In Return
Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and fostering.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind
Client Services Specialist
Job Description