Client Service Specialist

Are You Ready to Build a High-Growth Career?

• Client Referral Bonuses: $1,250 to $2,500 per client brought in.
• Profit Sharing: Up to 10% annual firm-performance bonus (paid quarterly!).
• Built-in Career Progression: A structured rotation spending time with Retirement Educators and Paraplanners to prepare you for licensing and promotion.
• A Supportive Pod System: Work in a close-knit team (1 CSA + 1 CSS) where your contributions directly drive client success.
• Culture First: Team off-sites, internal training, and a collaborative environment where high performance is recognized and rewarded.

• Keep the Engine Running: Prepare, quality-check, and track new account paperwork, transfers, and service requests (address updates, RMD setups, distributions).
• Solve Puzzles: Promptly track down and fix "not-in-good-order" (NIGO) paperwork before it causes delays.
• Delight Clients: Be the warm, responsive first contact for routine client questions and keep them updated every step of the way.
• Master Scheduling & Prep: Coordinate review meetings, build meeting packets, and handle post-meeting follow-ups.
• Keep Systems Clean: Keep our CRM (HubSpot) tidy, accurate, and aligned with compliance standards.

• Detail-Obsessed: You double-check your work, hate loose ends, and catch typos before anyone else does.
• A Tech-Savvy Multi-Tasker: You navigate CRMs (like HubSpot) effortlessly and know how to prioritize a busy task list.
• A Stellar Communicator: You’re warm, professional, and clear—whether on the phone, in an email, or in person.
• Eager to Learn: You want to understand the why behind wealth planning, earn your licenses, and grow into bigger roles.
• A Team Player: You’re ready to jump in, support your pod, and cover team members when duty calls.