Client Service Specialist

We are looking for a dependable, proactive, and client-focused individual to join our team as a Client Service Specialist (Project Manager). This role is essential to delivering the high-touch, personal service that defines our client experience. As the first point of contact for many clients, you will play a key part in ensuring that every interaction is smooth, professional, and impactful, both for our clients and our advisory team.

Minimum Requirements:

• A passion for providing outstanding client service
• Initiative and self-motivation — able to work independently with minimal oversight
• A desire to grow with the firm and contribute long-term
• Consistent reliability and a strong personal work ethic
• Polished and professional phone communication skills
• Attention to detail and a proactive, problem-solving mindset
• Excellent organizational and time management abilities
• Experience with calendar coordination and task prioritization
• Follow-through and accountability in completing tasks
• A kind, positive attitude and team-oriented spirit
• Possess or willing to obtain financial licensing

Main Responsibilities:

• Manage and track 401(k) rollovers and investment transfers with accuracy
• Prepare and submit paperwork for client accounts, ensuring completeness and compliance
• Assist clients during account transitions and respond to service-related needs
• Answer account-related questions (e.g., login support, address or beneficiary changes)
• Support internal operations by offloading administrative tasks from advisors
• Contribute to creating a seamless and efficient client service experience across the team, keeping tasks off of our advisors workload

Benefits include: Paid Time-Off, 401K