Client Service Specialist

Job Title: Client Relationship Specialist

Location: Mesa, AZ
Department: Operations
Reports To: Advisor / Operations Leadership

Job Overview

The Client Relationship Specialist (CRS) plays a critical role in delivering an exceptional client experience by supporting advisors, maintaining high‑quality account operations, and serving as a primary point of contact for client service needs. This role ensures timely, accurate service delivery and strong client satisfaction by managing account processes, documentation, and ongoing service requests. The ideal candidate contributes to advisor success and long‑term client retention through proactive support and operational excellence.

Key Responsibilities

• Serve as a primary point of contact for client service needs, responding to requests with professionalism, accuracy, and timeliness
• Support advisors with day‑to‑day client service and relationship management activities
• Participate in client meetings as needed and assist with follow‑up items
• Deliver proactive client outreach and ongoing service communications
• Prepare and process new account paperwork and related documentation
• Assist clients with account opening, maintenance, and updates
• Submit and track trade requests in accordance with firm and regulatory standards
• Conduct research to resolve client inquiries and service issues
• Maintain expertise in CRM systems, portfolio management tools, and custodian platforms
• Ensure all client interactions and documentation are accurately recorded in CRM systems
• Maintain knowledge of client‑specific benefits, account structures, and service needs
• Collaborate cross‑functionally with advisors, operations, and leadership teams
• Support leadership with special projects and operational initiatives as assigned

Qualifications

• High school diploma or GED required
• 2–4 years of relevant experience in client service, operations, or financial services
• Proficiency with Microsoft Office and CRM systems
• Familiarity with custodial platforms and financial services processes
• Strong attention to detail with a focus on accuracy and compliance
• Excellent communication and organizational skills
• Ability to manage multiple priorities in a fast‑paced environment

Key Competencies / Skills (Optional)

• Client‑focused service mindset
• Strong written and verbal communication skills
• High level of accuracy and attention to detail
• Ability to work collaboratively with advisors and operations teams
• Strong time management and follow‑through

Equal Employment Opportunity Statement

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law. We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the hiring process.