Client Service Specialist
đź“Ť Location: San Jose, CA
🕒 Hours: 8:30 AM – 5:00 PM, Monday–Friday
Are you an experienced client service professional looking to grow in the financial services industry? Join our San Jose team, where we 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.
What You’ll Do
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.
Your day-to-day will include:
âś” Serving as the first point of contact for client inquiries and requests
âś” Coordinating meetings between clients and advisors
âś” Preparing, processing, and following up on account paperwork
âś” Maintaining accurate client records and documentation
âś” Providing proactive outreach and follow-up to deepen relationships
âś” Supporting the execution of client events and firm initiatives
âś” Collaborating with advisors and other team members to improve processes and service
What We’re Looking For
âś” 2+ years of experience supporting a financial advisor or wealth manager
✔ Strong organizational and time management skills—you keep things on track
âś” Comfortable working in a fast-paced environment with multiple priorities
âś” Proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite
âś” Excellent verbal and written communication skills
✔ A proactive, solutions-oriented mindset—you take initiative
âś” Ability to travel occasionally to support other firm locations
âś” Military experience? We appreciate and value your service!
Why Join Us?
🔹 Join a high-performing team that values collaboration, growth, and integrity
🔹 Be part of a firm where your voice matters and your impact is seen
🔹 Gain exposure to seasoned financial professionals and expand your industry knowledge
🔹 Work in a professional, client-focused environment with long-term career potential
This is a full-time, in-office position based in San Jose, CA. Occasional flexibility and travel may be required.