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Financial Client Experience Specialist
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-08-29
Listing for:
Ultimate Staffing Services
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Ultimate Staffing Services seeks a Client Service Specialist to join our financial services team in Pasadena, CA. You will support the CFP and CFA teams, manage client inquiries, and ensure timely, accurate service delivery.
The ideal candidate has a bachelor's degree, at least three years of relevant experience, and proficiency with Orion and Salesforce. Strong organizational skills and a proactive approach are essential to maintain regulatory compliance and client satisfaction.
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