Client Service & Operations Specialist

Advisor Seekers LLC; Friendswood (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Advisor Seekers LLC is seeking a Client Service & Operations Specialist to balance client relationships with behind-the-scenes operational work in a growing financial services firm. You will serve as a trusted contact for clients by phone, email and in person, support multiple Financial Advisors, assist with onboarding and ongoing service, and help shape processes as the organization grows.

The role requires 2+ years in financial services or related field, experience with detailed account

Qualifications

• 2+ years of experience in financial services, client service, operations, or a related field.
• Experience handling detailed financial account or insurance-service transactions.
• Experience working with financial services CRM systems. Strong organizational skills with exceptional attention to detail and follow-through.
• Excellent written and verbal communication skills.
• Strong proficiency with Microsoft Office, including Outlook, Word, Excel, and Teams.
• Ability to manage confidential information with discretion and professionalism.
• Ability to manage multiple priorities and remain calm in a fast-paced environment. A genuine desire to help clients, advisors, and teammates succeed.
• Willingness to work onsite Monday–Friday, generally 8:00 a.m.–5:00 p.m.

Responsibilities

• Serve as a trusted, responsive point of contact for clients by phone, email, and in person.
• Support multiple Financial Advisors by anticipating needs and following requests through to completion.
• Assist with client onboarding, meeting preparation, follow‑up, and ongoing service needs.
• Open and maintain brokerage, advisory, retirement, and insurance accounts.
• Process and monitor transfers, rollovers, deposits, distributions, money movements, beneficiary changes, and other account requests.
• Prepare, submit, and track paperwork while proactively resolving missing information or processing issues.
• Maintain accurate CRM records, workflows, documentation, and client files.
• Coordinate with advisors, custodians, broker dealers, insurance providers, and internal teams. Identify opportunities to improve workflows, systems, technology, and the overall client experience.
• Help develop and maintain procedures as the organization continues to grow.

Skills

Client service

Attention to detail

Communication

Organization

Teamwork

Tools

Redtail CRM

Charles Schwab platforms

Microsoft Office

Outlook

Excel

Teams

Job description

A Career Opportunity for Someone Who Makes Things Happen

Our client is a growing financial services firm built around strong relationships, personal service, teamwork, and exceptional client experience. This is an opportunity to join a collaborative team where your work will be visible, your ideas will matter, and you can help shape the firm's continued growth. We are seeking an experienced Client Service & Operations Specialist who can seamlessly balance client relationships with the detailed operational work behind the scenes.

• Serve as a trusted, responsive point of contact for clients by phone, email, and in person.
• Support multiple Financial Advisors by anticipating needs and following requests through to completion.
• Assist with client onboarding, meeting preparation, follow‑up, and ongoing service needs.
• Open and maintain brokerage, advisory, retirement, and insurance accounts.
• Process and monitor transfers, rollovers, deposits, distributions, money movements, beneficiary changes, and other account requests.
• Prepare, submit, and track paperwork while proactively resolving missing information or processing issues.
• Maintain accurate CRM records, workflows, documentation, and client files.
• Coordinate with advisors, custodians, broker‑dealers, insurance providers, and internal teams. Identify opportunities to improve workflows, systems, technology, and the overall client experience.
• Help develop and maintain procedures as the organization continues to grow.

WHAT YOU WILL BRING

• 2+ years of experience in financial services, client service, operations, or a related field.
• Experience handling detailed financial account or insurance‑service transactions.
• Experience working with financial services CRM systems. Strong organizational skills with exceptional attention to detail and follow‑through.
• Excellent written and verbal communication skills.
• Strong proficiency with Microsoft Office, including Outlook, Word, Excel, and Teams.
• Ability to manage confidential information with discretion and professionalism.
• Ability to manage multiple priorities and remain calm in a fast‑paced environment. A genuine desire to help clients, advisors, and teammates succeed.
• Willingness to work onsite Monday–Friday, generally 8:00 a.m.–5:00 p.m.

WHAT WILL SET YOU APART

• Experience supporting multiple Financial Advisors.
• Background working in both broker‑dealer and Registered Investment Adviser environments.
• Experience with Redtail CRM.
• Experience with Charles Schwab custodial and service platforms.
• Familiarity with brokerage, advisory, retirement, and insurance‑account processing.
• Experience improving workflows, documenting procedures, or helping a growing organization become more efficient.
• Comfortable using technology and AI tools responsibly to improve productivity and service.
• A proactive mindset—you don't simply wait for the next task; you anticipate what needs to happen next.

WHY THIS OPPORTUNITY

This is more than a traditional client‑service position. You will have the opportunity to become a trusted resource for both clients and advisors while helping strengthen the systems and processes that support a growing financial services organization.

If you're organized, relationship-driven, detail-oriented, and motivated by making a meaningful impact, this could be an opportunity worth exploring.