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

? Assist with client events and special projects

? Collaborate with the team to enhance the client experience

What We’re Looking For:

? Financial services experience

? 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

? Ability to travel occasionally to support other locations

? Military experience? We value your skills!

Why Join Us?

Be part of a firm that values growth, teamwork, and client success

Enjoy a supportive, professional environment with opportunities to expand your role

Work closely with experienced advisors and gain valuable industry knowledge

This is a full-time, in-office position where you’ll have the opportunity to make a real impact.