Client Services Specialist

Lead with Purpose. Partner with Impact.

As a Client Service Specialist, you are a key contributor to the daily operational excellence of the Account Services department. Your primary responsibility involves accurately and efficiently processing work queues related to client account setup, maintenance, and various transactional items. You will be a reliable resource, ensuring that essential client records are meticulously managed and that our internal and external partners receive high-quality support.

This role is ideal for someone with strong attention to detail, a commitment to accuracy, and a desire to build a career in financial services operations.

• Process account openings, account maintenance requests, asset transfers, distributions, and other client account transactions with accuracy and attention to detail.
• Maintain accurate client records, ensure required documentation is complete, and assist in resolving paperwork issues and processing exceptions.
• Learn core account servicing processes, firm procedures, and financial services operations through hands‑on experience and training.
• Utilize available tools and resources to research requests, follow established procedures, and support efficient processing.
• Provide support to advisors and their staff through written communication and service channels while developing the skills needed to handle more complex inquiries.
• Grow knowledge and proficiency over time to support advisors through phone, email, and other service interactions.
• Collaborate with internal teams, participate in cross‑training opportunities, and assist with special projects and other assigned responsibilities.

• Strong attention to detail with excellent customer service skills and the ability to multi‑task.
• Capability of gaining industry‑related knowledge; ability to read, analyze, and reconcile financial reports.
• Strong analytical, problem‑solving, and communication skills (verbal and written).
• Proficiency with Microsoft Office products including Word, Excel, Outlook, Teams, and PowerPoint.
• Ability to operate office equipment such as fax machines, copiers, and multi‑line telephone systems.
• May be required to work overtime as necessary due to heavier volumes.
• Must maintain a positive attitude.

• Financial services industry experience preferred.
• 1+ years of experience in an office environment, data entry, or a related administrative role is preferred.
• High school diploma required; some college coursework preferred.
• Strong organizational skills and ability to manage time effectively to meet deadlines.
• Basic computer proficiency, including Microsoft Office Suite.