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Financial Client Experience Specialist

Job in Pasadena, Los Angeles County, California, 91122, USA
Listing for: Ultimate Staffing Services
Full Time position
Listed on 2026-08-29
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
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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