Client Services Specialist

Client Services Specialist

A growing, team-oriented financial services organization is seeking a Client Services Specialist to support advisors and enhance the overall client experience. This individual will play a key role in delivering high-quality client service while supporting daily operations in a fast-paced environment.

This position is ideal for someone who is highly organized, detail-oriented, and interested in building a long-term career in client service within a professional services setting.

• Serve as a primary point of contact for clients (phone, email, in-person)
• Support client onboarding, account maintenance, and service requests
• Prepare reports and materials for client meetings
• Assist advisors with scheduling, follow-ups, and day-to-day operations
• Maintain accurate records in CRM systems and ensure timely documentation

• Bachelor’s degree or equivalent experience
• 2+ years of administrative, operational, or client service experience in a fast-paced environment
• Strong communication skills (written and verbal)
• Excellent organizational and time management skills
• Ability to manage multiple priorities and meet deadlines
• High attention to detail and accuracy
• Strong problem-solving and critical-thinking abilities
• Professionalism, discretion, and ability to handle sensitive information