Are you looking to grow your career in financial services while working in a collaborative, family-oriented environment? At our firm , we blend the stability of a nationwide company with the personal touch of a close-knit team. If you're detail-oriented, proactive, and passionate about delivering an exceptional client experience, this role may be right for you.
What You’ll Do:
As a Client Service Specialist , you’ll be the go-to person for both clients and advisors, ensuring a smooth and professional experience. Your role will be dynamic, combining administrative expertise, client service, and operational support.
✔ Be the first point of contact – answer client inquiries and assist with account-related requests
✔ Manage scheduling and logistics for meetings between clients and advisors
✔ Process paperwork and service requests with precision and efficiency
✔ Maintain client files and support back-office operations
✔ Engage in proactive client outreach to strengthen relationships
✔ Collaborate with the team to enhance the client experience
What We’re Looking For:
Financial services experience - ideally a 7 & 66 license.
Strong organizational & time management skills – you thrive in a fast-paced environment
Tech-savvy mindset – experience with CRMs (Salesforce preferred) and Microsoft Office
Outstanding communication skills – both written and verbal
Proactive problem solver – you take initiative and think independently
This is a full-time, in-office position where you’ll have the opportunity to make a real impact.
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