Client Services Specialist

Client Services Specialist

We are looking for a Client Services Specialist to join a financial services team in Reno, Nevada. This position blends client-facing administrative support with behind-the-scenes planning coordination, making it ideal for someone who is organized, thorough, and comfortable managing multiple priorities. The role will support advisors through account administration, meeting coordination, client communication, and financial planning preparation while helping deliver a strong client experience in a collaborative team setting.

Responsibilities:

• Coordinate client appointments, manage calendars, and prepare materials needed for advisor meetings.

• Support the development of financial planning documents by organizing client information and assisting with retirement and planning projections.

• Review and interpret client financial details to help advisors prepare informed planning recommendations.

• Assist with account setup, maintenance activities, and onboarding tasks while ensuring required forms are completed accurately.

• Process service requests such as asset transfers, distributions, and other account-related documentation in a timely manner.

• Respond to client inquiries by phone and email, providing clear updates and addressing routine service needs.

• Examine insurance, tax, and estate-related documents to help organize planning files for advisor review.

• Conduct investment and portfolio-related research to support internal planning discussions and follow up on next steps after client meetings.