Client Service Specialist

Ultimate Staffing; California; On-site; USD 65,000 - 75,000; Full time

Job summary

An established industry player is seeking a highly organized professional to join their client service team. This role focuses on delivering exceptional service to high-net-worth clients by proactively managing their needs and supporting investment counselors. You will be the key liaison, ensuring seamless communication and operational integrity. With a strong emphasis on relationship building and problem-solving, this position offers the opportunity to thrive in a dynamic environment. If you are passionate about client service and have a background in finance or banking, this is the perfect opportunity to make a significant impact.

Qualifications

• Minimum 3 years of experience in financial services or banking.
• Proficient in Microsoft Office and Salesforce.

Responsibilities

• Manage client needs and maintain operational integrity.
• Build strong relationships with clients and internal teams.

Skills

Organizational Skills

Communication Skills

Interpersonal Skills

Problem-Solving

Education

Bachelor's Degree

Equivalent Experience

Tools

Salesforce

Microsoft Office Suite

Orion

Job description

1 day ago Be among the first 25 applicants

This range is provided by Ultimate Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $75,000.00/yr

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Overview:
We are seeking a highly organized and client-focused professional with a strong background in finance or banking to join our client service team. This role is integral in ensuring the delivery of exceptional service to high-net-worth clients by proactively managing client needs, supporting investment counselors, and maintaining operational integrity across platforms.

Key Responsibilities:

Proactively identify client needs and implement tailored solutions to exceed expectations.

Act as a liaison between clients, internal teams, and external partners to ensure seamless communication and service.

Build and maintain strong, trust-based relationships with Investment Counselors and Client Service Specialists (CSS).

Anticipate and address client and counselor needs to resolve issues before they escalate.

Prepare and distribute accurate monthly and quarterly client account statements, including tax documentation.

Manage meeting logistics, including scheduling, preparation, and follow-up support.

Maintain client records using systems such as Salesforce and Orion, ensuring accuracy and up-to-date information.

Collaborate with custodians to monitor account activity and ensure regulatory compliance.

Uphold strict confidentiality standards in all client and internal communications.

Provide backup support across the client service team as needed.

Organize and purge outdated files to ensure efficient file management.

Required Qualifications:

Bachelor's degree or equivalent experience.

Minimum 3 years of experience in the financial services, banking, or investment management industry.

Proficient in Microsoft Office Suite; experience with Salesforce and Orion is a plus.

Exceptional organizational, communication, and interpersonal skills.

Proven ability to manage multiple competing priorities with accuracy and attention to detail.

Team-oriented with the ability to work independently when needed.

Adaptable and willing to take on additional responsibilities as business needs evolve.

Must be authorized to work in the U.S. without sponsorship or restriction.

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, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Administrative and Support Services

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