Client Experience Specialist — Wealth Management

Cetera Financial Group; Leawood (KS); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

PTO 20+ days + holidays

401(k) company match

Parental leave

Mental health benefits

Job summary

Cetera Financial Group is seeking a Client Service Specialist to support onboarding and ongoing client relationships. You will serve as the trusted contact, coordinate requests, and ensure documentation quality within a fast-paced financial services environment.

Ideal candidates have at least 1 year in client relationships or client support, strong MS Office skills, and familiarity with Salesforce or similar CRM systems. This role offers hybrid work and a comprehensive benefits package.

Qualifications

• 1 year of experience in client relationship management or customer support in financial services.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Financial services industry experience preferred.
• Familiarity with CRM systems (e.g. Salesforce) and account management processes a plus.

Responsibilities

• Collaborate with Wealth Managers during transition from prospect to client.
• Develop and maintain ongoing client relationships.
• Serve as point of contact for client inquiries, coordinating requests and guiding them through services.
• Act as liaison between client and Wealth Manager and internal/external support teams.
• Oversee onboarding of new clients—collect documentation, manage CRM data entry, and open accounts.
• Prepare materials for client signings and notarizations.
• Review client documents for accuracy and completeness.
• Ensure CRM data and Custodial accounts align with plan goals.
• Handle daily client requests, update account information, complete transactions, and manage rollovers.
• Review client data storage, documentation, and transactions per compliance policies.
• Assist in training Client Service new hires.
• Monitor process improvements to elevate client experience and efficiency.
• Develop and train on new technology used in Client Services.

Skills

CRM systems

Microsoft Office

Communication skills

Organizational skills

Customer support

Salesforce

Tools

Salesforce

Job description

Cetera Financial Group is seeking a Client Service Specialist to support onboarding and ongoing client relationships. You will serve as the trusted contact, coordinate requests, and ensure documentation quality within a fast-paced financial services environment.

Ideal candidates have at least 1 year in client relationships or client support, strong MS Office skills, and familiarity with Salesforce or similar CRM systems. This role offers hybrid work and a comprehensive benefits package.