Customer Service Officers

Client Service Specialist

We are seeking a dedicated and experienced Client Service Specialist to join our financial services team. This role is essential to supporting our Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) teams, requiring strong organizational skills and a proactive approach to client service. The ideal candidate will have knowledge of industry-standard software, including Orion and Salesforce, and a minimum of three years of relevant experience in financial services or client service management.

Serve as a key point of contact for clients, handling account inquiries, service requests, and providing timely responses to enhance client satisfaction.

Support CFP and CFA teams in daily operations, client account updates, and portfolio maintenance.

Process and verify client documentation with precision, ensuring compliance with all regulatory requirements and internal standards.

Maintain and update client records using Orion and Salesforce, ensuring data accuracy and consistency.

Coordinate with internal teams to facilitate smooth transactions, address client service issues, and resolve account-related concerns.

Assist with account maintenance tasks, including investment changes, account funding, withdrawals, and reporting.

Use problem-solving skills to identify client needs, proactively anticipate potential issues, and deliver solutions that align with the company's service standards.

Bachelor's degree or equivalent experience in finance, client services, or a related field.

Minimum of 3 years of experience supporting CFP or CFA teams, with a strong understanding of the financial services industry.

Proficiency in industry-specific platforms such as Orion and Salesforce, with a solid understanding of CRM and portfolio management systems.

Strong attention to detail and accuracy, especially when managing sensitive client data and processing service requests.

Demonstrated commitment to client satisfaction and service excellence.

Experience in client account servicing within a financial advisory or investment management firm.

Familiarity with compliance and regulatory requirements in financial services.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.