Client Service Associate | Las Vegas, NV

Client Service Assciate

This is a full-time, in-office position

As a Client Service Specialist , you will be assisting the advisors in the office ensuring a smooth professional experience for clients. our role will be dynamic, combining administrative expertise, client service, and operational support.

Be the first point of contact - answer client inquiries and assist with account-related requests
Manage scheduling and logistics for meetings between clients and advisors
Process paperwork and service requests with precision and efficiency
Maintain client files and support back-office operations
Assist with client events and special projects
Collaborate with the team to enhance the client experience

What We're Looking For:

Financial services experience
Strong organizational & time management skills - you thrive in a fast-paced environment
Tech-savvy mindset - experience with CRMs (Salesforce preferred) and Microsoft Office
Outstanding communication skills - both written and verbal
Proactive problem solver - you take initiative and think independently

Why Join Us?

Be part of a firm that values growth, teamwork, and client success
Enjoy a supportive, professional environment with opportunities to expand your role
Work closely with experienced advisors and gain valuable industry knowledge