Client Services Specialist

Reports to: Operations Manager

Join our growing wealth management practice as a Client Service Specialist and play a key role in delivering exceptional client experience while supporting daily business operations. This position is ideal for a detail-oriented professional who enjoys building client relationships, managing multiple priorities, and contributing to a collaborative team environment.

• Serve as a primary point of contact for client service requests and account-related inquiries.
• Assist with new account setup, maintenance, and ongoing account servicing.
• Schedule client meetings and manage advisor calendars.
• Maintain accurate client records and documentation.
• Process client transactions and service requests in accordance with firm policies.
• Coordinate client appreciation events, seminars, and other client engagement activities.
• Respond to prospective client inquiries and schedule appointments.
• Partner with home office teams to resolve account and operational issues.
• Maintain records in accordance with compliance and retention requirements.
• Support office workflows, projects, and process improvement initiatives.
• Utilize CRM systems and business tools to enhance efficiency and client service.
• Assist with compliance-related activities and regulatory requirements.

• 2+ years of similar experience.
• Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance license.
• High attention to detail and commitment to accuracy.
• Professional phone and interpersonal skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Positive attitude and willingness to learn and grow.

• Experience supporting financial advisors or wealth management teams.
• Familiarity with CRM systems and financial industry technology tools.

• Client-focused and relationship-driven.
• Organized, proactive, and dependable.
• Strong problem-solving and follow-through skills.
• Commitment to professionalism, confidentiality, and compliance.
• Team player with a passion for delivering outstanding service.

In addition to being part of a client-focused and collaborative team, we offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance, including:

• Medical, dental, and vision coverage
• 401(k) retirement savings plan
• Paid Time Off (PTO)
• Paid company holidays
• Opportunities for professional growth and development
• Supportive team culture and career advancement opportunities

Itzen Bishop Financial is an equal opportunity employer.