Client Service Specialist

Rogers Wealth Group; Fort Worth (TX); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Disability insurance

Life insurance

Dental discount

Vision discount

401(k) match

Annual bonus

Paid time off

Breakfast Fridays

Shopping bonuses

Career development

Job summary

Rogers Wealth Group is seeking an energetic Client Service Specialist to support daily office operations and client service on-site in Fort Worth, Texas. The role emphasizes accuracy, organization, and friendly client interaction.

You will handle calls, emails, mail, and document preparation while maintaining client records and assisting with accounting tasks and reports. A strong emphasis on data entry, independence, and professionalism is required.

Qualifications

• Prior experience in an administrative or office support role.
• Strong data entry skills.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Strong verbal and written communication skills.
• Prior accounting experience preferred or required, as applicable.

Responsibilities

• Greet and assist clients in a professional and welcoming manner.
• Answer, screen, and direct incoming phone calls.
• Prepare, write, and distribute emails, letters, memos, and forms.
• Process incoming and outgoing mail and deliver mail to the post office as needed.
• Order and maintain office supplies and perform data entry.
• Post account activity to client accounts and assist with accounting tasks.
• Generate and assist with quarterly reports and mail reports.
• Count, scan, file, and organize documents.
• Assist with client meeting preparation and cleanup.
• Perform general office tasks, including light cleaning duties as needed.

Skills

Data entry

Communication skills

Organization

Multitasking

Independent worker

Office administration

Tools

Microsoft Office

Job description

Overview:

Rogers Wealth Group is seeking an energetic and responsible Client Service Specialist (On-Site) who will perform a wide range of administrative and clerical duties to support daily office operations and client service functions. The ideal candidate will demonstrate excellent customer service skills, strong organizational abilities, and a high level of accuracy and attention to detail.

What You’ll Do:

• Greet and assist clients in a professional and welcoming manner
• Answer, screen, and direct incoming phone calls
• Prepare, write, and distribute emails, letters, memos, and forms
• Process incoming and outgoing mail; deliver mail to the post office as needed
• Order and maintain office supplies
• Perform data entry and maintain accurate client records
• Post account activity to client accounts
• Assist with accounting-related tasks and document preparation
• Generate and assist with quarterly reports
• Print, assemble, and mail quarterly reports
• Count, scan, file, and organize documents
• Prepare distribution and loan documents
• Assist with client meeting preparation and cleanup
• Perform general office tasks, including light cleaning duties as needed (e.g., dishes)

What We’re Looking For:

• Prior experience in an administrative or office support role required
• Strong data entry skills required
• Proficiency in Microsoft Office (Word, Excel, Outlook) required
• Strong verbal and written communication skills required
• Prior accounting experience preferred or required (as applicable)
• Highly organized with strong problem‑solving skills and attention to detail
• Ability to multitask and work independently in a fast‑paced environment

Compensation & Benefits:

• Competitive salary based on experience, certifications, and education
• Company pays 100% of employee’s health, long-term disability, and basic life insurance
• Voluntary dental/vision discount plan available
• 401(k) plan with enhanced safe harbor match 5%
• Annual performance-based bonus
• Paid holidays and paid time off
• Breakfast provided on Fridays
• Occasional shopping bonuses
• Opportunities for ongoing training and career advancement