Client Service Specialist

Client Service Specialist

Location:

McKinney, TX | Full-Time

Calander Wealth, a growing and high-performing advisory practice, is seeking an experienced Client Service Specialist to join the team. This role is designed for a professional who can step in with industry knowledge, deliver a high level of client service, and quickly integrate into an established, fast-paced environment.

This is an ideal opportunity for someone who thrives in a detail-oriented, client-facing role and is looking to grow within a practice that values operational excellence, team collaboration, and long-term development.

About the Practice Calander Wealth is a growth-focused advisory firm committed to delivering a seamless and high-quality client experience.

The culture is:

• Fast-paced and execution-driven
• Client-focused with a high standard of service
• Collaborative, with strong internal accountability
• Focused on continuous improvement and long-term growth

The team is seeking someone who is proactive, detail-oriented, and capable of contributing immediately while continuing to grow within the organization.

Key Responsibilities

Client Service & Relationship Support

• Serve as a primary point of contact for client service needs
• Deliver a high-touch, responsive client experience
• Build trust with clients through professionalism and follow-through

Account Management & Operations

• Process account opening, maintenance, and service requests
• Coordinate with custodians and internal partners to resolve client needs
• Ensure accuracy and timeliness across all client transactions

Meeting Preparation & Execution

• Prepare client meeting materials and documentation
• Manage follow-ups and ensure completion of action items
• Support advisors with both pre- and post-meeting workflows

Systems & Data Management

• Maintain accurate and up-to-date client records within CRM systems
• Assist with financial planning documentation and processes as needed
• Ensure compliance with firm and regulatory standards

Ideal Candidate Profile

Required Qualifications

• 3+ years of experience in financial services client service or operations
• Strong understanding of wealth management workflows and client lifecycle
• Experience working within CRM systems (Salesforce/Ameriprise preferred)

Preferred Qualifications

• FINRA licenses (Series 7 and/or 66 strongly preferred or willingness to obtain)
• Experience with in a financial advisory or wealth management practice
• Familiarity with financial planning tools (e.g., Money Guide)

Professional Strengths

• Exceptional attention to detail and organizational skills
• Strong interpersonal and client-facing communication abilities
• Ability to manage multiple priorities in a fast-paced environment
• Proactive, self-directed, and solutions-oriented
• Team-oriented with a desire to grow within the firm

Compensation & Benefits

We offer a competitive benefits package designed to support your health, financial well-being, and work-life balance:

• Base Salary: $63,000 – $70,000 (commensurate with experience) – exempt bonus potential
• Health Benefits (eligible after 60 days) $300/month employer contribution toward medical coverage (when enrolled in company plan)
• Dental and vision insurance
• Life insurance, Short-Term Disability (STD), and Long-Term Disability (LTD)
• Tax-Advantaged Accounts Flexible Spending Account (FSA) options Dependent Care FSA (up to $5,000 pre-tax annually)
• Retirement Safe Harbor 401(k) with employer contribution (eligible after 6 months)
• Time Off Two (2) weeks of Paid Time Off (PTO) Thirteen (13) paid holidays annually

Additional Considerations:

• Opportunity for increased responsibility and role progression over time
• Exposure to financial planning and advisory processes
• Work Environment:
  Hybrid potential based on experience In-office collaboration Monday–Thursday Remote flexibility on Fridays Remote consideration for candidates with strong industry or Ameriprise experience

Equal Opportunity Employer Calander Wealth is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.