Client Service Specialist

Modern Wealth Management; Mesa (AZ); On-site; USD 60,000 - 85,000; Full time

Job summary

Modern Wealth Management in Mesa, AZ seeks a Client Relationship Specialist to support advisors, manage client service requests, and ensure accurate account operations.

You will handle new account paperwork, assist with account maintenance, and coordinate with operations to deliver timely service. Strong communication and attention to detail, plus proficiency with CRM and MS Office, are essential in this role.

Qualifications

• 2–4 years of relevant client service, operations, or financial services experience.
• Proficiency with Microsoft Office and CRM systems.
• Strong attention to detail and compliance.

Responsibilities

• Serve as a primary point of contact for client service needs, responding to requests with professionalism, accuracy, and timeliness
• Support advisors with day-to-day client service and relationship management activities
• Participate in client meetings as needed and assist with post-meeting follow-up items
• Deliver proactive client outreach and ongoing service communications
• Prepare, process, and track new account paperwork and related documentation
• Assist clients with account opening, maintenance, and account updates
• Submit and track trade requests in accordance with firm and regulatory standards
• Research and resolve client inquiries and service issues
• Maintain proficiency in CRM systems, portfolio management tools, and custodial platforms
• Ensure all client interactions and documentation are accurately recorded in CRM systems
• Maintain knowledge of client-specific account structures, benefits, and service needs
• Collaborate cross-functionally with advisors, operations, and leadership teams
• Support leadership with special projects and operational initiatives as assigned

Skills

Client service experience

Communication skills

Attention to detail

Organizational skills

Education

High school diploma or GED

Tools

Microsoft Office

CRM systems

Custodial platforms

Job description

Job Title

Client Relationship Specialist

Location: Mesa, AZ

Department: Operations

Reports To: Director Of Operations

Job Overview

The Client Relationship Specialist (CRS) plays a critical role in delivering an exceptional client experience by supporting advisors, maintaining high-quality account operations, and serving as a primary point of contact for client service needs. This role ensures timely, accurate service delivery and strong client satisfaction through effective management of account processes, documentation, and ongoing service requests. The ideal candidate contributes to advisor success and long-term client retention through proactive support and operational excellence.

Key Responsibilities

• Serve as a primary point of contact for client service needs, responding to requests with professionalism, accuracy, and timeliness
• Support advisors with day-to-day client service and relationship management activities
• Participate in client meetings as needed and assist with post-meeting follow-up items
• Deliver proactive client outreach and ongoing service communications
• Prepare, process, and track new account paperwork and related documentation
• Assist clients with account opening, maintenance, and account updates
• Submit and track trade requests in accordance with firm and regulatory standards
• Research and resolve client inquiries and service issues
• Maintain proficiency in CRM systems, portfolio management tools, and custodial platforms
• Ensure all client interactions and documentation are accurately recorded in CRM systems
• Maintain knowledge of client-specific account structures, benefits, and service needs
• Collaborate cross-functionally with advisors, operations, and leadership teams
• Support leadership with special projects and operational initiatives as assigned

Qualifications

• High school diploma or GED required
• 2-4 years of relevant experience in client service, operations, or financial services
• Proficiency with Microsoft Office and CRM systems
• Familiarity with custodial platforms and financial services processes
• Strong attention to detail with a focus on accuracy and compliance
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment

Key Competencies / Skills (Preferred)

• Client-focused service mindset
• High level of accuracy and attention to detail
• Strong time management and follow-through
• Ability to work collaboratively with advisors and operations teams

Estimated Total Cash Compensation

• Base Salary:$60,000-75,000
• Incentive Compensation: Performance-based opportunities
• Target Total Cash Range:$60,000-85,000
• Equity: Eligible

Equal Employment Opportunity Statement

We are an equal-opportunity employer and value diversity at our company. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law. We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the hiring process.