Client Experience Specialist – Financial Services

Prime Capital Financial; United States; On-site; USD 55,000 - 85,000; Full time

Job summary

Prime Capital Financial in the United States is seeking a client service professional to support advisors and deliver a high-quality client experience. The role partners with financial professionals and internal teams to ensure accurate, timely, and compliant execution of client service activities.

You will independently manage core client service functions, process account maintenance, money movements, and new account documentation, while building strong client relationships and managing

Qualifications

• 2+ years of financial services or client service experience.
• Bachelor's degree or equivalent experience.
• Strong knowledge of account servicing processes.
• Demonstrated ability to manage multiple priorities.

Responsibilities

• Independently manage client inquiries and service requests.
• Process account maintenance, including money movements and distributions.
• Prepare and review new account documentation.
• Maintain compliance logs and required documentation.
• Support advisors with client deliverables and follow-ups.

Skills

Client service

Multitasking

Relationship management

Communication

Education

Bachelor's degree or equivalent experience

Job description

Prime Capital Financial in the United States is seeking a client service professional to support advisors and deliver a high-quality client experience. The role partners with financial professionals and internal teams to ensure accurate, timely, and compliant execution of client service activities.

You will independently manage core client service functions, process account maintenance, money movements, and new account documentation, while building strong client relationships and managing