Senior-Client Service Specialist
Are you an experienced client service professional looking to grow in the financial services industry? Join our San Jose client, where they combine the resources of a nationwide firm with the close-knit feel of a local office. If you’ve supported a financial advisor or wealth manager before and love being the go-to resource for clients, this role could be your next great move.
MUST HAVE 2-5 years or more of experience in financial services
As a Client Service Specialist, you'll play a critical role in ensuring an exceptional client experience. You’ll support advisors by managing key service and operational tasks while also building strong client relationships.
Responsibilities
Serving as the first point of contact for client inquiries and requests
Coordinating meetings between clients and advisors
Preparing, processing, and following up on account paperwork
Maintaining accurate client records and documentation
Providing proactive outreach and follow-up to deepen relationships
Supporting the execution of client events and firm initiatives
Collaborating with advisors and other team members to improve processes and service
What We’re Looking For
✔ 2+ years of experience supporting a financial advisor or wealth manager
Strong organizational and time management skills—you keep things on track
Comfortable working in a fast-paced environment with multiple priorities
Proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite
Excellent verbal and written communication skills
A proactive, solutions-oriented mindset—you take initiative
Ability to travel occasionally to support other firm locations
This is a full-time, in-office position based in San Jose, CA. Occasional flexibility and travel may be required.