Client Service Specialist

Advisor Group • Columbus, OH

1d • Onsite

About The Position

The Client Service Specialist provides high-quality service and operational support to clients and advisors by responding to client needs, supporting account transactions, preparing client materials, maintaining accurate records, and coordinating with internal teams to ensure timely and compliant completion of requests. This role requires strong attention to detail, clear communication, and a client-first approach to help deliver a consistent, professional, and responsive client experience.

Requirements

• FINRA Series 6 and SIE licenses ; Series 63 preferred
• 1-3 years of experience in financial services, client service, or related field
• Strong communication and interpersonal skills with a client-first mindset
• Proficiency in Microsoft Office Suite and CRM software
• Excellent organizational skills and attention to detail
• Ability to handle multiple priorities in a fast-paced environment
• High school diploma or GED

Nice To Haves

• Bachelor’s degree or coursework in Business, Finance, Economics, Accounting, or a related field preferred

Responsibilities

• Build and maintain strong client relationships by delivering responsive, high-quality service and proactively addressing client financial needs.
• Process account transactions including new account openings, fund purchases and redemptions, asset transfers, and beneficiary changes while maintaining accurate documentation.
• Respond to client inquiries regarding account balances, fund performance, product features, and transaction status, escalating complex matters to the appropriate advisor.
• Prepare and organize client meeting materials, including portfolio summaries, fund fact sheets, and prospectus documents to support advisor consultations.
• Coordinate with internal teams to resolve service issues, process paperwork, and ensure timely completion of client requests.
• Maintain up-to-date client records and ensure all documentation meets firm and regulatory compliance standards.
• Provide essential administrative support, including appointment scheduling, and supporting daily office operations.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED