Job Description

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 - 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

✔ 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.

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