Client Service Specialist

United States·Des Peresmid

OtherClient Service Specialist

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Quick Summary

Key Responsibilities

Keep the Engine Running: Prepare, quality-check, and track new account paperwork, transfers, and service requests (address updates, RMD setups, distributions).

Technical Tools

OtherClient Service Specialist

Client Service Specialist (CSS): Full-Time (40 hrs/week):$48,000–$55,000 Base Salary + Generous Bonus Structure

Are You Ready to Build a High-Growth Career?

If you're obsessively organized, love helping people, and want a clear, structured path to level up in the wealth management industry, welcome to your next move.
We’re hiring a Client Service Specialist (CSS) to be the operational powerhouse of our client service team. You’ll partner directly with our Client Service Associates (CSAs) and Lead Planners to deliver five-star service to our clients.
Best of all? This isn’t just a job—it’s our primary training ground. You’ll master our systems, custodians, and standards from the inside out through a dedicated advancement rotation designed to fast-track you into a future CSA role.

Why You’ll Love Working Here 🌟

Competitive Pay & Perks: $48k–$55k base, plus:

Client Referral Bonuses: $1,250 to $2,500 per client brought in.
Profit Sharing: Up to 10% annual firm-performance bonus (paid quarterly!).
Built-in Career Progression: A structured rotation spending time with Retirement Educators and Paraplanners to prepare you for licensing and promotion.
A Supportive Pod System: Work in a close-knit team (1 CSA + 1 CSS) where your contributions directly drive client success.
Culture First: Team off-sites, internal training, and a collaborative environment where high performance is recognized and rewarded.

What You’ll Do Day-to-Day 🛠️
As the operational engine of our pod, you will:

Keep the Engine Running: Prepare, quality-check, and track new account paperwork, transfers, and service requests (address updates, RMD setups, distributions).
Solve Puzzles: Promptly track down and fix "not-in-good-order" (NIGO) paperwork before it causes delays.
Delight Clients: Be the warm, responsive first contact for routine client questions and keep them updated every step of the way.
Master Scheduling & Prep: Coordinate review meetings, build meeting packets, and handle post-meeting follow-ups.
Keep Systems Clean: Keep our CRM (HubSpot) tidy, accurate, and aligned with compliance standards.

Who You Are 🎯

Detail-Obsessed: You double-check your work, hate loose ends, and catch typos before anyone else does.
A Tech-Savvy Multi-Tasker: You navigate CRMs (like HubSpot) effortlessly and know how to prioritize a busy task list.
A Stellar Communicator: You’re warm, professional, and clear—whether on the phone, in an email, or in person.
Eager to Learn: You want to understand the why behind wealth planning, earn your licenses, and grow into bigger roles.
A Team Player: You’re ready to jump in, support your pod, and cover team members when duty calls.