Client Service Specialist

Job Description

Job Description

Position Overview

Compass Financial Group is seeking a professional, highly organized, and technology-savvy Client Service Specialist to join our team.

This is an important client-facing and operational role that serves as a key connection between our clients, financial advisors, team members, and home office. The Client Service Specialist helps ensure that client needs, meeting follow-up, service requests, and internal tasks are handled accurately, efficiently, and through completion.

We are looking for someone who takes ownership of their work, communicates professionally, enjoys working with technology, and is comfortable managing multiple priorities in a collaborative, team-oriented environment.

Key Responsibilities

• Own client meeting follow-up: Coordinate action items following advisor meetings and help ensure commitments made to clients are assigned, tracked, and completed.
• Coordinate client service requests: Prepare and process paperwork, gather necessary information, communicate with clients and the home office, and assist in resolving service needs.
• Manage workflow: Assign, monitor, and follow up on tasks related to client service requests, trades, financial planning needs, open questions, and advisor follow-up.
• Serve as a client liaison: Communicate professionally with clients by phone and email to provide updates, gather information, answer appropriate questions, and coordinate next steps.
• Support financial advisors: Help manage incoming client needs and ensure questions and requests are directed to the appropriate advisor or team member.
• Maintain accurate client records: Document client interactions, activities, tasks, and relevant information within the practice's customer relationship management (CRM) system.
• Assist with scheduling: Help coordinate client appointments, calendars, and meeting-related needs.
• Use technology to improve efficiency: Work within CRM and other technology platforms to organize information, monitor outstanding items, maintain accurate records, and support efficient team workflows.
• Drive work to completion: Proactively monitor open requests, identify next steps, and follow through so important client and team needs do not fall through the cracks.

Qualifications

Preferred qualifications include:

• Associate degree or higher preferred
• Experience using Salesforce or another CRM platform
• Strong overall technology skills and the ability to learn new systems and software
• Proficiency with Microsoft Office products
• Previous experience in client service, financial services, professional services, or a similar client-focused environment is a plus
• Strong written and verbal communication skills
• Excellent organization and attention to detail
• Ability to manage multiple priorities while maintaining accuracy
• Ability to work collaboratively with multiple team members
• Professional and comfortable communicating directly with clients
• Strong problem-solving skills and a proactive approach to work
• Demonstrated ability to follow projects and client needs through to completion

Technology Experience
Experience with Salesforce is preferred; however, experience with another CRM platform will also be considered. We are looking for someone who can learn technology quickly and use it effectively to manage client information, tasks, communication, and workflow.

Background Requirements

Candidates selected for onboarding will be required to successfully complete background check and fingerprinting requirements .

What Success Looks Like

A successful Client Service Specialist becomes a dependable point of connection among the client, advisor, and broader team.

When a financial advisor leaves a client meeting, this person helps make sure the commitments and next steps coming out of that meeting are communicated, assigned, documented, tracked, and completed. This allows advisors to remain focused on providing advice and strengthening client relationships while knowing that service needs are moving forward.