Client Service Specialist
About The Position
Calander Wealth, a growing and high-performing advisory practice, is seeking an experienced Client Service Specialist to join the team. This role is designed for a professional who can step in with industry knowledge, deliver a high level of client service, and quickly integrate into an established, fast-paced environment. This is an ideal opportunity for someone who thrives in a detail-oriented, client-facing role and is looking to grow within a practice that values operational excellence, team collaboration, and long-term development. Calander Wealth is a growth-focused advisory firm committed to delivering a seamless and high-quality client experience. The culture is: Fast-paced and execution-driven, Client-focused with a high standard of service, Collaborative, with strong internal accountability, Focused on continuous improvement and long-term growth. The team is seeking someone who is proactive, detail-oriented, and capable of contributing immediately while continuing to grow within the organization.
Requirements
- 3+ years of experience in financial services client service or operations
- Strong understanding of wealth management workflows and client lifecycle
- Experience working within CRM systems (Salesforce/Ameriprise preferred)
- Exceptional attention to detail and organizational skills
- Strong interpersonal and client-facing communication abilities
- Ability to manage multiple priorities in a fast-paced environment
- Proactive, self-directed, and solutions-oriented
- Team-oriented with a desire to grow within the firm
Nice To Haves
- FINRA licenses (Series 7 and/or 66 strongly preferred or willingness to obtain)
- Experience within a financial advisory or wealth management practice
- Familiarity with financial planning tools (e.g., MoneyGuide)
Responsibilities
- Serve as a primary point of contact for client service needs
- Deliver a high-touch, responsive client experience
- Build trust with clients through professionalism and follow-through
- Process account opening, maintenance, and service requests
- Coordinate with custodians and internal partners to resolve client needs
- Ensure accuracy and timeliness across all client transactions
- Prepare client meeting materials and documentation
- Manage follow-ups and ensure completion of action items
- Support advisors with both pre- and post-meeting workflows
- Maintain accurate and up-to-date client records within CRM systems
- Assist with financial planning documentation and processes as needed
- Ensure compliance with firm and regulatory standards
Benefits
- bonus potential
- $300/month employer contribution toward medical coverage (when enrolled in company plan)
- Dental and vision insurance
- Life insurance, Short-Term Disability (STD), and Long-Term Disability (LTD)
- Flexible Spending Account (FSA) options
- Dependent Care FSA (up to $5,000 pre-tax annually)
- Safe Harbor 401(k) with employer contribution (eligible after 6 months)
- Two (2) weeks of Paid Time Off (PTO)
- Thirteen (13) paid holidays annually
- Opportunity for increased responsibility and role progression over time
- Exposure to financial planning and advisory processes
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
