Client Service Specialist

Jambalaya Group; McKinney (TX); Hybrid; USD 63,000 - 70,000; Full time

Benefits offered by this job

Health benefits

Dental and vision insurance

Life insurance

STD/LTD

401(k) with employer contribution

Paid time off (PTO)

Job summary

Calander Wealth in McKinney, TX seeks a proactive, detail-oriented professional for client service and operations support within a wealth management practice. You will act as the primary client contact, ensuring a high-touch experience, coordinating account openings and service requests, and supporting advisors with meeting prep and follow-ups.

You will maintain CRM records, assist with planning documentation, and help ensure regulatory compliance while growing within the firm.

Qualifications

• 3+ years of experience in financial services client service or operations.
• Strong understanding of wealth management workflows and client lifecycle.
• Experience working within CRM systems (Salesforce/Ameriprise preferred).

Responsibilities

• Serve as a primary point of contact for client service needs.
• Deliver a high-touch, responsive client experience.
• Build trust with clients through professionalism and follow-through.
• Process account opening, maintenance, and service requests.
• Coordinate with custodians and internal partners to resolve client needs.
• Ensure accuracy and timeliness across all client transactions.
• Prepare client meeting materials and documentation.
• Manage follow-ups and ensure completion of action items.
• Support advisors with both pre- and post-meeting workflows.
• Maintain accurate and up-to-date client records within CRM systems.
• Assist with financial planning documentation and processes as needed.
• Ensure compliance with firm and regulatory standards.

Skills

Client service

Attention to detail

Organizational skills

Interpersonal communication

Multi-tasking

Tools

Salesforce

Ameriprise

Job description

About the Practice

Calander Wealth is a growth-focused advisory firm committed to delivering a seamless and high-quality client experience.

The culture is:

• Fast-paced and execution-driven
• Client-focused with a high standard of service
• Collaborative, with strong internal accountability
• Focused on continuous improvement and long-term growth

The team is seeking someone who is proactive, detail-oriented, and capable of contributing immediately while continuing to grow within the organization.

Key Responsibilities

Client Service & Relationship Support

• Serve as a primary point of contact for client service needs
• Deliver a high-touch, responsive client experience
• Build trust with clients through professionalism and follow-through

Account Management & Operations

• Process account opening, maintenance, and service requests
• Coordinate with custodians and internal partners to resolve client needs
• Ensure accuracy and timeliness across all client transactions

Meeting Preparation & Execution

• Prepare client meeting materials and documentation
• Manage follow-ups and ensure completion of action items
• Support advisors with both pre- and post-meeting workflows

Systems & Data Management

• Maintain accurate and up-to-date client records within CRM systems
• Assist with financial planning documentation and processes as needed
• Ensure compliance with firm and regulatory standards

Equal Opportunity Employer

Calander Wealth is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.

Ideal Candidate Profile

Required Qualifications

• 3+ years of experience in financial services client service or operations
• Strong understanding of wealth management workflows and client lifecycle
• Experience working within CRM systems (Salesforce/Ameriprise preferred)

Preferred Qualifications

• FINRA licenses (Series 7 and/or 66 strongly preferred or willingness to obtain)
• Experience within a financial advisory or wealth management practice
• Familiarity with financial planning tools (e.g., "MoneyGuide")

Professional Strengths

• Exceptional attention to detail and organizational skills
• Strong interpersonal and client-facing communication abilities
• Ability to manage multiple priorities in a fast-paced environment
• Proactive, self-directed, and solutions-oriented
• Team-oriented with a desire to grow within the firm

Compensation & Benefits

We offer a competitive benefits package designed to support your health, financial well-being, and work-life balance:

• Base Salary: $63,000 – $70,000 (commensurate with experience) – exempt
  • bonus potential
• Health Benefits(eligible after 60 days)
  • $300/month employer contribution toward medical coverage (when enrolled in company plan)
• Dental and vision insurance
• Life insurance, Short-Term Disability (STD), and Long-Term Disability (LTD)
• Tax-Advantaged Accounts
  • Flexible Spending Account (FSA) options
  • Dependent Care FSA (up to $5,000 pre-tax annually)
• Retirement
  • Safe Harbor 401(k) with employer contribution (eligible after 6 months)
• Time Off
  • Two (2) weeks of Paid Time Off (PTO)
  • Thirteen (13) paid holidays annually

Additional Considerations:

• Opportunity for increased responsibility and role progression over time
• Exposure to financial planning and advisory processes
• Work Environment: Hybrid potential based on experience
• In-office collaboration Monday–Thursday
• Remote flexibility on Fridays
• Remote consideration for candidates with strong industry or Ameriprise experience