Client Service Specialist

Quotient Wealth Partners; Plano (TX); On-site; USD 50,000 - 65,000; Full time

Job summary

A financial advisory firm based in Dallas is seeking a Client Services Specialist (CSS) with at least 2 years of client service experience in financial services. The role focuses on supporting Wealth Advisors by handling account maintenance, providing exceptional customer service, and managing onboarding processes. Ideal candidates will have strong communication skills and proficiency with Salesforce CRM. This is a full-time position based in the company's Dallas headquarters.

Qualifications

• 2+ years in a client service role within an RIA, financial advisory, or brokerage environment.
• Experience with Salesforce CRM or similar platforms.
• Familiarity with Fidelity Wealthscape or custodial systems.

Responsibilities

• Provide day-to-day support to Wealth Advisors, handling inbound/outbound calls.
• Build trust and inspire confidence through exceptional service.
• Manage account onboarding, transfers, and ongoing maintenance.

Skills

Excellent verbal and written communication

Strong attention to detail

Organizational skills

Proficient in Microsoft Office Suite

Experience with eMoney or other financial planning software

Education

Bachelor’s degree or relevant work experience in financial services

Tools

Salesforce CRM

Fidelity Wealthscape

Black Diamond

Job description

Quotient Wealth Partners

Quotient Wealth Partners is an independent financial advisory firm with offices in Dallas, Houston, San Antonio, Denver, and Morristown. We are dedicated to providing comprehensive wealth management services with a strong commitment to excellence and a client‑centric approach. As fiduciary partners, we help individuals and businesses achieve their financial goals through high‑quality, customized financial advice.

Position Summary

We are seeking a skilled and experienced Client Services Specialist (CSS) to join our growing team. This is not an entry‑level role—we are looking for a professional with a proven background in financial services client support. The ideal candidate is positive, approachable, passionate about client service, an effective communicator, meticulous, reliable, proactive, and highly organized.

This role will be based in our Dallas headquarters, supporting all our offices. The CSS will work closely with our Operations Manager, Advisors, and fellow CSSs to deliver exceptional service and operational support in a fast‑paced, dynamic environment.

Core Responsibilities

• Provide day‑to‑day support to Wealth Advisors, including handling inbound/outbound calls related to account setup, money movement, transfers, retirement services, and other account maintenance tasks.
• Build trust and inspire confidence through exceptional service by preparing and following up on onboarding paperwork, custodial forms, and money movement documentation, and facilitating transactions using custodial platforms with precision and care.
• Manage account onboarding, transfers, and ongoing maintenance. Coordinate with custodians, internal teams, and clients to resolve service requests efficiently. Maintain workflows and documentation in CRM systems to ensure accuracy and timeliness.
• Prepare forms, financial plans, and presentation materials for advisors. Organize and update client files and documentation.
• Contribute to operations projects and process improvements. Provide backup support for phone communications and scheduling when needed.

Qualifications

• Experience: 2+ years in a client service role within an RIA, financial advisory, or brokerage environment; experience with Salesforce CRM or similar platforms; familiarity with Fidelity Wealthscape or custodial systems; experience with Black Diamond or similar portfolio reporting tools.
• Skills: Excellent verbal and written communication; strong attention to detail and organizational skills; high standards of professionalism, ethics, and integrity; proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); experience with eMoney or other financial planning software (preferred).
• Education: Bachelor’s degree or relevant work experience in financial services.

Quotient Wealth Partners is committed to providing equal employment opportunities and ensuring that all employment‑related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability, veteran status, or any other protected status under applicable law.