Client Account Specialist - Financial Services

Confidential; United States; On-site; USD 42,000 - 50,000; Full time

Job summary

A leading wealth management firm is looking for a Client Account Specialist to assist financial advisors with onboarding and maintaining brokerage and advisory client accounts. This 2-month contract, with a possibility for extension, is an excellent opportunity to join a high-performing team within a respected organization. Candidates should possess a high school diploma, effective communication and organizational skills, and experience in financial services.

Qualifications

• High school diploma required; college degree or relevant financial services experience preferred.
• 1+ year of experience in financial services, operations, or client support.
• Proficiency in Microsoft Office (Word, Excel, Outlook).

Responsibilities

• Set up new brokerage and advisory accounts in internal systems.
• Review account paperwork for accuracy and completeness.
• Organize and maintain accurate client documentation in Laserfiche.

Skills

Communication

Customer Service

Organizational Skills

Detail-oriented

Education

High school diploma

College degree or relevant financial services experience

Tools

Microsoft Office

AdvisorComplete

Laserfiche

Job description

Contract (2 months, possibility to extend)

A leading wealth management firm is seeking a Client Account Specialist for a short-term engagement to support financial advisors in onboarding and maintaining brokerage and advisory client accounts. This 2-month contract offers the potential for extension based on business needs and performance. It's a great opportunity to contribute to a high-performing team within a respected financial services organization.

Key Responsibilities:

• Set up new brokerage and advisory accounts in internal systems (AdvisorComplete)
• Review account paperwork for accuracy and completeness, following up on any deficiencies (NIGO)
• Initiate and track incoming and outgoing account transfers and rollovers
• Process account updates, including name, address, and tax ID corrections
• Maintain special account features such as margin, check writing, and periodic distributions
• Support transitioning advisors by establishing periodic investment plans and converting account types
• Organize and maintain accurate client documentation in Laserfiche
• Educate advisor offices on account systems, processes, and documentation requirements

Qualifications:

• High school diploma required; college degree or relevant financial services experience preferred
• 1+ year of experience in financial services, operations, or client support
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Strong communication, customer service, and organizational skills
• Detail-oriented with the ability to handle multiple tasks and deadlines

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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