Client Service Associate | Las Vegas, NV

Client Service Specialist Location: Las Vegas, NV Hours: 8:30 AM – 5:00 PM, Monday-Friday Are you looking to grow your career in financial services while working in a collaborative, family-oriented professional environment. At our firm , we blend the stability of a nationwide company with the personal touch of a close-knit team. If you're detail-oriented, proactive, and passionate about delivering an exceptional client experience, this role may be right for you. What You’ll Do: As a Client Service Specialist , you will be assisting the advisors in the office to ensure 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 Engage in proactive client outreach to strengthen relationships Assist with client events and special projects Collaborate with the team to enhance the client experience Marketing to gain brand recognition 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 Ability to travel occasionally to support other locations Military experience? We value your skills! 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 This is a full-time, in-office position wher #J-18808-Ljbffr