Client Service Specialist

Rockstar is recruiting for a client-focused wealth management firm dedicated to helping individuals transition smoothly into retirement. The firm believes in meaningful work where every team member's contributions matter and their days feel purposeful. They are looking for a Client Service Specialist who values process, detail, and ensuring clients feel well taken care of during important life transitions. If you are energized by making systems run smoothly and enjoy being the calm in a paperwork storm, this role may be for you.

Ideal Candidate

- Superior communication skills - clear, confident, and client-friendly across email, phone, and in-person conversations

- Strong organizational skills - keeps track of details, deadlines, and documents without breaking a sweat

- Attention to detail and accuracy - whether reviewing a transfer form or updating CRM records, precision is the default

- Consistent follow-through - takes ownership and ensures nothing falls through the cracks

- Proactive mindset - anticipates client needs, flags issues before they escalate, and keeps workflows running smoothly

- Comfortable navigating multiple systems - can jump between platforms with ease and learns new tools quickly

- Calm and composed - able to prioritize and problem-solve, even when timelines are tight or client expectations are high

- Collaborative team player - happy to support others and contribute to a shared standard of excellence

- Integrity-driven - handles confidential information with care and always does what's right for the client

Position Responsibilities

- Open new client accounts - for both new and existing clients, ensuring all paperwork is complete and compliant

- Submit applications - to custodians, annuity providers, and life insurance carriers with accuracy and speed

- Track and verify - the status of new accounts, transfers, and funding to ensure timely completion without errors

- Coordinate and follow up - on all client transfers, account updates, and new business processing with thoroughness and care

- Monitor insurance workflows - stays on top of annuity and life insurance application progress, keeping clients in the loop

- Manage client money movements - processes deposits, distributions, and recurring withdrawals efficiently and accurately

- Handle client service calls - receives inbound calls in a friendly, professional manner and resolves requests promptly

- Maintain accurate records - inputs notes into the CRM and keeps all internal systems current, including Right Capital, Riskalyze, Hubly, and Knack

- Process client updates - including beneficiary changes, account maintenance forms, and document submissions (e.g., trust and estate paperwork)

- Process insurance premiums - ensures payments are handled and tracked on time

- Communicate professionally - maintains clear, timely communication with both clients and internal team members

- Support the team - provides occasional phone coverage and contributes to a reliable, responsive client experience

Requirements

You'll Thrive in This Role If You Have...

- 1+ year of experience in client service, financial operations, or a similar support role

- Proficiency with computers and comfort working across multiple platforms and tools

- Ability to manage multiple client workflows and prioritize tasks without losing track

- Excellent written and verbal communication skills - clear, courteous, and responsive

- High level of integrity - trusted to handle sensitive information and maintain confidentiality

- Willingness to learn - open to feedback, eager to grow, and ready to take on new challenges

(CID 2437)