Client Service Specialist

Ameriprise Financial • McKinney, TX

7d • Hybrid

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.

About the Practice
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

• Base Salary: $63,000 – $70,000 (commensurate with experience) – exempt
• With bonus potential
• Opportunity for increased responsibility and role progression over time
• Exposure to financial planning and advisory processes

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed