Client Service Specialist (PWQ226)
Priano Solutions•Boca Raton, FL
•Onsite
About The Position
A growing wealth management firm is seeking a Client Service Specialist (CSS) to support both client-facing and internal operations. CSS team members are cross-trained across multiple functions within a centralized service team focused on delivering a premium client experience.
Requirements
- 1+ year of experience in a client service or administrative role
- Strong attention to detail and organizational skills
- Proficiency in Microsoft Office Suite
- Ability to manage competing priorities in a fast-paced environment
- Excellent communication, problem-solving, and interpersonal skills
- Resourceful and able to work independently
Responsibilities
- Manage scheduling, calendar coordination, and meeting reminders for the advisory team
- Prepare pre-meeting materials including agendas, slide decks, and reports
- Support new client onboarding — documentation, account setup, and process introduction
- Handle CRM data entry, account paperwork, and processing
- Serve as the primary front-office contact — phones, visitors, and general inquiries
- Oversee daily office operations: mail, supplies, vendor relations, and facility coordination
- Maintain communication records and ensure timely follow-up
- Support leadership with administrative tasks and internal projects
Benefits
- Health insurance
- 401(k)
- Unlimited PTO (after 90 days)
- Flexible schedule
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
