Client Service Specialist

Ultimate Staffing Services; Pasadena (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

Ultimate Staffing Services seeks a Client Service Specialist to join our financial services team in Pasadena, CA. You will support the CFP and CFA teams, manage client inquiries, and ensure timely, accurate service delivery.

The ideal candidate has a bachelor's degree, at least three years of relevant experience, and proficiency with Orion and Salesforce. Strong organizational skills and a proactive approach are essential to maintain regulatory compliance and client satisfaction.

Qualifications

• Bachelor’s degree or equivalent experience in finance or related field.
• Minimum 3 years of experience supporting CFP or CFA teams.
• Proficiency with Orion and Salesforce CRM systems.

Responsibilities

• Serve as a key client contact for inquiries and service requests.
• Support CFP and CFA teams with daily operations and portfolio maintenance.
• Process and verify client documentation to meet regulatory standards.
• Maintain client records in Orion and Salesforce for accuracy.
• Coordinate with internal teams to resolve account-related issues.
• Assist with investment changes, funding, withdrawals, and reporting.
• Identify client needs and provide proactive solutions.
• Uphold commitment to client satisfaction and service excellence.

Skills

Client service

Organization

Communication

Education

Bachelor's degree

Tools

Orion

Salesforce

Job description

Salary: USD70000 - USD90000 per year

Job Summary
We are seeking a dedicated and experienced Client Service Specialist to join our financial services team. This role is essential to supporting our Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) teams, requiring strong organizational skills and a proactive approach to client service. The ideal candidate will have knowledge of industry-standard software, including Orion and Salesforce, and a minimum of three years of relevant experience in financial services or client service management.

Responsibilities

• Serve as a key point of contact for clients, handling account inquiries, service requests, and providing timely responses to enhance client satisfaction.
• Support CFP and CFA teams in daily operations, client account updates, and portfolio maintenance.
• Process and verify client documentation with precision, ensuring compliance with all regulatory requirements and internal standards.
• Maintain and update client records using Orion and Salesforce, ensuring data accuracy and consistency.
• Coordinate with internal teams to facilitate smooth transactions, address client service issues, and resolve account-related concerns.
• Assist with account maintenance tasks, including investment changes, account funding, withdrawals, and reporting.
• Use problem-solving skills to identify client needs, proactively anticipate potential issues, and deliver solutions that align with the company’s service standards.
• Demonstrated commitment to client satisfaction and service excellence.

Requirements

• Bachelor’s degree or equivalent experience in finance, client services, or a related field.
• Minimum of 3 years of experience supporting CFP or CFA teams, with a strong understanding of the financial services industry.
• Proficiency in industry-specific platforms such as Orion and Salesforce, with a solid understanding of CRM and portfolio management systems.
• Strong attention to detail and accuracy, especially when managing sensitive client data and processing service requests.
• Excellent verbal and written communication skills to effectively collaborate with clients and team members.
• Ability to multitask in a fast-paced environment, with strong organizational and prioritization skills.
• Demonstrated commitment to client satisfaction and service excellence.

Preferred Skills

• Experience in client account servicing within a financial advisory or investment management firm.
• Familiarity with compliance and regulatory requirements in financial services.