Client Service Specialist

Client Service Specialist (CSS)

Are you ready to build a high-growth career? If you're obsessively organized, love helping people, and want a clear, structured path to level up in the wealth management industry, welcome to your next move. We're hiring a Client Service Specialist (CSS) to be the operational powerhouse of our client service team. You'll partner directly with our Client Service Associates (CSAs) and Lead Planners to deliver five-star service to our clients.

Best of all? This isn't just a job—it's our primary training ground. You'll master our systems, custodians, and standards from the inside out through a dedicated advancement rotation designed to fast-track you into a future CSA role.

Competitive Pay & Perks: $48k–$55k base, plus:

• Client Referral Bonuses: $1,250 to $2,500 per client brought in.
• Profit Sharing:
  Up to 10% annual firm-performance bonus (paid quarterly!).
• Built-in Career Progression: A structured rotation spending time with Retirement Educators and Paraplanners to prepare you for licensing and promotion.
• A Supportive Pod System:
  Work in a close-knit team (1 CSA + 1 CSS) where your contributions directly drive client success.
• Culture First:
  Team off-sites, internal training, and a collaborative environment where high performance is recognized and rewarded.

What you'll do day-to-day as the operational engine of our pod:

• Keep the engine running:
  Prepare, quality-check, and track new account paperwork, transfers, and service requests (address updates, RMD setups, distributions).
• Solve puzzles:
  Promptly track down and fix "not-in-good-order" (NIGO) paperwork before it causes delays.
• Delight clients:
  Be the warm, responsive first contact for routine client questions and keep them updated every step of the way.
• Master scheduling & prep:
  Coordinate review meetings, build meeting packets, and handle post-meeting follow-ups.
• Keep systems clean:
  Keep our CRM (Hub Spot) tidy, accurate, and aligned with compliance standards.

Who you are:

• Detail-obsessed:
  You double-check your work, hate loose ends, and catch typos before anyone else does.
• A tech-savvy multi-tasker:
  You navigate CRMs (like Hub Spot) effortlessly and know how to prioritize a busy task list.
• A stellar communicator:
  You're warm, professional, and clear—whether on the phone, in an email, or in person.
• Eager to learn:
  You want to understand the why behind wealth planning, earn your licenses, and grow into bigger roles.
• A team player:
  You're ready to jump in, support your pod, and cover team members when duty calls.

Ready to take the next step? If you're organized, driven, and looking for a firm that actively invests in your growth, we want to hear from you!