Client Service Specialist

Ultimate Staffing; California; On-site; USD 60,000 - 85,000; Full time

Job summary

Ultimate Staffing is seeking a Client Service Specialist to join our financial services team in California. You will support our CFP and CFA teams, manage client inquiries, and maintain records with Orion and Salesforce.

A strong emphasis on accuracy, compliance, and proactive service is essential. The ideal candidate has a minimum of three years in financial services or client service management, plus experience with CRM and portfolio management systems.

Qualifications

• Bachelor's degree or equivalent experience in finance, client services, or a related field.
• Minimum of 3 years of experience supporting CFP or CFA teams, with a strong understanding of the financial services industry.
• Proficiency in Orion and Salesforce, with a solid understanding of CRM and portfolio management systems.

Responsibilities

• Serve as a key point of contact for clients, handling inquiries, service requests, and providing timely responses to enhance satisfaction.
• Support CFP and CFA teams in daily operations, client account updates, and portfolio maintenance.
• Process and verify client documentation with precision, ensuring regulatory compliance and internal standards.
• Maintain and update client records using Orion and Salesforce, ensuring data accuracy and consistency.
• Coordinate with internal teams to facilitate smooth transactions and resolve account-related concerns.
• Assist with account maintenance tasks, including investment changes, funding, withdrawals, and reporting.
• Use problem-solving skills to identify client needs and deliver solutions aligned with service standards.

Skills

Organizational skills

Attention to detail

Communication

Multitasking

Education

Bachelor's degree

Tools

Orion

Salesforce

CRM systems

Job description

We are seeking a dedicated and experienced Client Service Specialist to join our financial services team. This role is essential to supporting our Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) teams, requiring strong organizational skills and a proactive approach to client service. The ideal candidate will have knowledge of industry-standard software, including Orion and Salesforce, and a minimum of three years of relevant experience in financial services or client service management.

Responsibilities

• Serve as a key point of contact for clients, handling account inquiries, service requests, and providing timely responses to enhance client satisfaction.
• Support CFP and CFA teams in daily operations, client account updates, and portfolio maintenance.
• Process and verify client documentation with precision, ensuring compliance with all regulatory requirements and internal standards.
• Maintain and update client records using Orion and Salesforce, ensuring data accuracy and consistency.
• Coordinate with internal teams to facilitate smooth transactions, address client service issues, and resolve account-related concerns.
• Assist with account maintenance tasks, including investment changes, account funding, withdrawals, and reporting.
• Use problem‑solving skills to identify client needs, proactively anticipate potential issues, and deliver solutions that align with the company’s service standards.

Requirements

• Bachelor's degree or equivalent experience in finance, client services, or a related field.
• Minimum of 3 years of experience supporting CFP or CFA teams, with a strong understanding of the financial services industry.
• Proficiency in industry‑specific platforms such as Orion and Salesforce, with a solid understanding of CRM and portfolio management systems.
• Strong attention to detail and accuracy, especially when managing sensitive client data and processing service requests.
• Excellent verbal and written communication skills to effectively collaborate with clients and team members.
• Ability to multitask in a fast‑paced environment, with strong organizational and prioritization skills.
• Demonstrated commitment to client satisfaction and service excellence.

Preferred Skills

• Experience in client account servicing within a financial advisory or investment management firm.
• Familiarity with compliance and regulatory requirements in financial services.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.