Client Service & Operations Specialist

Job Summary

The Client Service & Operations Specialist plays a vital role in supporting financial advisors by managing daily operational, administrative, and client service activities. This position ensures the smooth and efficient functioning of office operations, facilitates timely processing of business requests, and delivers a high-quality experience for clients. By handling routine workflows and operational tasks, the Specialist enables advisors to focus more on business development and strengthening client relationships.

Duties

• Support financial advisors with daily operational and administrative tasks to ensure seamless office functioning.
• Manage the processing of client requests, transactions, and other business-related activities in a timely manner.
• Provide exceptional client service by addressing inquiries, resolving issues, and maintaining positive client relationships.
• Assist in maintaining accurate records, documentation, and compliance-related activities.
• Coordinate with internal teams to facilitate smooth workflow and communication across departments.
• Contribute to the development and implementation of operational procedures to improve efficiency.
• Support onboarding processes for new clients and assist with account maintenance as needed.
• Help prepare reports, presentations, and other materials required for client meetings or internal reviews.

Qualifications

• Proven experience in client service, operations support, or administrative roles within a financial or professional services environment preferred.
• Strong organizational skills with the ability to manage multiple tasks efficiently.
• Excellent communication skills—both written and verbal—with a focus on delivering outstanding client service.
• Detail-oriented with a high level of accuracy in managing data and documentation.
• Ability to work collaboratively within a team while also demonstrating initiative and problem-solving skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with CRM or financial software is advantageous.
• A proactive attitude with a commitment to maintaining confidentiality and professionalism at all times.

This role offers an engaging opportunity for individuals passionate about supporting financial professionals while delivering exceptional service to clients.

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Paid training
• Professional development assistance
• Vision insurance

Work Location: In person