Client Experience Specialist, Financial Services (Reno)

Prime Capital Financial of Reno-Tahoe; Reno (NV); On-site; USD 40,000 - 50,000; Full time

Job summary

Prime Capital Financial of Reno-Tahoe is seeking a Customer Service Specialist to join our Reno, NV team. This on-site role handles client inquiries by phone, email, and in person, while maintaining accurate records and coordinating with advisory and operations staff to ensure smooth service.

The ideal candidate brings strong customer service and communication skills, experience with CRM systems, and a detail-oriented, solution-focused mindset to support our fiduciary standards and client care.

Qualifications

• High school diploma or equivalent required.
• Post-secondary education in business/finance is a plus.
• Experience in financial services or client-facing environment preferred.

Responsibilities

• Respond to client inquiries via phone, email, and in person in a timely, professional manner.
• Manage incoming calls, schedule appointments, and support account servicing requests.
• Maintain detailed client records and coordinate with advisory and operations teams.

Skills

Customer service

Communication

Phone etiquette

CRM systems

Office software

Organizational skills

Attention to detail

Client-facing

Team collaboration

Education

High school diploma

Business/Finance education

Tools

CRM systems

Office software

Job description

Prime Capital Financial of Reno-Tahoe is seeking a Customer Service Specialist to join our Reno, NV team. This on-site role handles client inquiries by phone, email, and in person, while maintaining accurate records and coordinating with advisory and operations staff to ensure smooth service.

The ideal candidate brings strong customer service and communication skills, experience with CRM systems, and a detail-oriented, solution-focused mindset to support our fiduciary standards and client care.