Wealth Client Services Specialist - Hybrid/Remote Fridays
Remote / Online - Candidates ideally in
McKinney, Collin County, Texas, 75069, USA
Listed on 2026-08-18
McKinney, Collin County, Texas, 75069, USA
Listing for:
Jambalaya Group
Full Time, Remote/Work from Home
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Calander Wealth in McKinney, TX is seeking an experienced Client Service Specialist to join a fast-paced advisory practice. The role focuses on delivering high-level client service, supporting relationship management, and coordinating firm operations while growing within the firm.
The ideal candidate has 3+ years in financial services client service or operations, familiarity with wealth management workflows, and experience with CRM systems.
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