Client Service Specialist

Role overview Provide responsive operational service to financial advisors and their clients, taking requests from initial contact through resolution. The work includes account and paperwork support, coordination with custodians and internal operations teams, and clear, empathetic communication across a high volume of cases.

Responsibilities - Manage client and advisor requests across email, phone, messaging, and online service systems, aiming to resolve issues promptly. - Coordinate account opening, maintenance, money movement, and paperwork requests. - Work with custodians and internal departments to investigate complex operational issues, track escalations, and communicate progress. - Keep case records accurate and current in a CRM, and follow requests through to completion. - Set expectations and provide timely updates while handling competing priorities and service commitments. - Support teammates through training and coverage, contributing to a collaborative service team.

Requirements - At least three years of experience in the registered investment adviser industry, including custodian-related and client-facing service work. - Strong understanding of financial services operations and custodian processes. - Proficiency with Salesforce or a comparable customer relationship management system. - Excellent organization and information handling, with the ability to manage requests from multiple channels. - Sound problem-solving skills and the ability to resolve client issues independently while knowing when to escalate. - Comfort working across web-based systems in a fast-paced, high-volume environment; adaptable and collaborative.

Benefits and work setup The position is remote, with qualified candidates expected to be in the Pacific Time Zone. The stated annual base pay range is $70,000–$75,000.