Client Service Specialist

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

Benefits offered by this job

Health benefits

Dental & vision insurance

Life insurance & disability

401(k) with employer contribution

FSA options

PTO & holidays

Job summary

Calander Wealth in McKinney, TX is seeking an experienced Client Service Specialist to join a fast-paced advisory practice. The role focuses on delivering high-level client service, supporting relationship management, and coordinating firm operations while growing within the firm.

The ideal candidate has 3+ years in financial services client service or operations, familiarity with wealth management workflows, and experience with CRM systems.

Qualifications

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

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 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

Relationship management

CRM systems

Tools

Salesforce

Ameriprise

Job description

Location: McKinney, TX | Full-Time

Calander Wealth, a growing and high-performing advisory practice, is seeking an experienced Client Service Specialist to join the team. This role is designed for a professional who can step in with industry knowledge, deliver a high level of client service, and quickly integrate into an established, fast-paced environment.

This is an ideal opportunity for someone who thrives in a detail-oriented, client-facing role and is looking to grow within a practice that values operational excellence, team collaboration, and long-term development.

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

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

• 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

Equal Opportunity Employer

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