Client Service Specialist
Client Service Specialist
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$ 60000 - 65000
1 Vacancy
Job Description
Licensed Client Service Specialist
Location: In-Office (MonThurs) Remote (Fridays after 90-days)
Compensation: $60000$65000 Annual Bonus
Calander Wealth is seeking a professional detail-oriented licensed Client Service Specialist to join our close-knit high-performing team. This role is ideal for someone with experience in the financial services industry who is passionate about providing exceptional client service and supporting operational excellence.
About the Role
This role sits at the intersection of client service and back-office operations. Youll work closely with advisors and team members to ensure an efficient and client-focused experience. While much of the work is behind the scenes you will also interact with clients via calls meeting prep and follow-ups.
Key Responsibilities
- Prepare for and follow up on client meetings including documentation and communication
- Process paperwork manage account service requests and maintain CRM data
- Serve as a point of contact for client inquiries
- Support advisors and leadership with administrative and operational tasks
- Collaborate across the team to maintain a seamless and supportive client experience
Qualifications
- Minimum of 2 years of experience in the financial services industry
- Series 7 and 66 licenses required
- Strong organizational skills and attention to detail
- Proficient in Microsoft Outlook and Excel
- Excellent interpersonal and communication skills
- Self-motivated with a collaborative mindset
- Ability to thrive in a small team environment where culture and fit matter
What We Offer
- Competitive salary: $60000$65000
- Benefits: 401(k) medical (employer contributes $250 towards medical premium) PTO (after 3-month intro period) paid holidays.
- Schedule: MonThurs in-office Fridays remote (in-office during onboarding period).
- Annual performance-based bonus
- Hybrid schedule: In-office MondayThursday remote Fridays (post-probation)
- A supportive tight-knit team that values growth communication and culture
If youre looking to grow your career in financial services and be part of a people-first firm where your contributions matter wed love to hear from you.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
