Client Service Specialist

Client Service Specialist

The Client Service Specialist within the Payant Wealth Management Group serves as the first point of contact for clients, prospects, and visitors, delivering a high level of professionalism, warmth, and organization. This role is critical to ensuring smooth daily operations, excellent client experience, and effective administrative support within the advisory firm.

Location: Sun City Center

Role Type: Full Time (onsite)

Salary: $48,000 + bonus

Education Requirements

• High School Diploma or GED equivalent (minimum required) or undergraduate degree (preferred)

Responsibilities

• Greet and assist clients, prospective clients, and visitors in a professional and welcoming manner.
• Schedule appointments and respond to general client inquiries and escalate issues as appropriate.
• Maintain advisor calendars and coordinate follow-up meetings.
• Confirm appointments and assist with rescheduling as needed.
• Prepare and mail client birthday cards each month.
• Order and maintain office supplies.
• Provide general administrative support, as needed.
• Assist with planning client events, workshops, and seminars.
• Protect confidential client and firm information at all times.

Basic Requirements

• Prior experience in a client service, administrative, or office support role
• Strong interpersonal and communication skills (verbal and written)
• Excellent organizational skills and attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency with Microsoft Office; experience with scheduling or CRM systems a plus
• Professional demeanor and commitment to confidentiality

Preferred Requirements

• Experience in a financial services, RIA, or professional services environment
• Client-facing experience with high-net-worth or professional clientele