Client Service & Operations Specialist

Our client is a growing financial services firm built around strong relationships, personal service, teamwork, and exceptional client experience. This is an opportunity to join a collaborative team where your work will be visible, your ideas will matter, and you can help shape the firm's continued growth. We are seeking an experienced Client Service & Operations Specialist who can seamlessly balance client relationships with the detailed operational work behind the scenes.

• Serve as a trusted, responsive point of contact for clients by phone, email, and in person.
• Support multiple Financial Advisors by anticipating needs and following requests through to completion.
• Assist with client onboarding, meeting preparation, follow‑up, and ongoing service needs.
• Open and maintain brokerage, advisory, retirement, and insurance accounts.
• Process and monitor transfers, rollovers, deposits, distributions, money movements, beneficiary changes, and other account requests.
• Prepare, submit, and track paperwork while proactively resolving missing information or processing issues.
• Maintain accurate CRM records, workflows, documentation, and client files.
• Coordinate with advisors, custodians, broker‑dealers, insurance providers, and internal teams. Identify opportunities to improve workflows, systems, technology, and the overall client experience.
• Help develop and maintain procedures as the organization continues to grow.

• 2+ years of experience in financial services, client service, operations, or a related field.
• Experience handling detailed financial account or insurance‑service transactions.
• Experience working with financial services CRM systems. Strong organizational skills with exceptional attention to detail and follow‑through.
• Excellent written and verbal communication skills.
• Strong proficiency with Microsoft Office, including Outlook, Word, Excel, and Teams.
• Ability to manage confidential information with discretion and professionalism.
• Ability to manage multiple priorities and remain calm in a fast‑paced environment. A genuine desire to help clients, advisors, and teammates succeed.
• Willingness to work onsite Monday–Friday, generally 8:00 a.m.–5:00 p.m.

• Experience supporting multiple Financial Advisors.
• Background working in both broker‑dealer and Registered Investment Adviser environments.
• Experience with Redtail CRM.
• Experience with Charles Schwab custodial and service platforms.
• Familiarity with brokerage, advisory, retirement, and insurance‑account processing.
• Experience improving workflows, documenting procedures, or helping a growing organization become more efficient.
• Comfortable using technology and AI tools responsibly to improve productivity and service.
• A proactive mindset—you don't simply wait for the next task; you anticipate what needs to happen next.

This is more than a traditional client‑service position. You will have the opportunity to become a trusted resource for both clients and advisors while helping strengthen the systems and processes that support a growing financial services organization.

If you're organized, relationship-driven, detail-oriented, and motivated by making a meaningful impact, this could be an opportunity worth exploring.