Client Service Specialist

Holistic Wealth Advisors; Town of Clifton Park (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with company match

Generous paid time off (PTO)

Job summary

A wealth management firm is seeking a Client Service Specialist in Clifton Park, NY. This role focuses on delivering exceptional client experiences and supporting operations. The ideal candidate has a bachelor’s degree, at least 3 years in wealth management, and strong organizational skills. Responsibilities include coordinating client documentation, maintaining records, and preparing meeting materials. Competitive salary from $65,000 to $90,000, with benefits including medical insurance and a 401(k).

Qualifications

• 3+ years of experience in investment/wealth management sector.
• Exceptional organizational skills including managing client records.
• Self-motivated with the ability to work independently.

Responsibilities

• Coordinate and manage client documentation fully.
• Deliver high level of client service by identifying needs.
• Prepare meeting materials and reports for client interactions.

Skills

Proactive problem-solving

Attention to detail

Communication skills

Time management

Education

Bachelor’s degree in Finance, Financial Planning, or Economics

Series 65 or 66 (preferred)

Tools

MS Outlook

MS Word

MS Excel

CRM software experience

Job description

At Holistic Wealth Advisors, we believe that wealth extends beyond finances - it’s about aligning your financial resources with your values and life goals. Our firm takes a personalized, comprehensive approach to wealth management, empowering clients to achieve financial confidence and well-being.

About the Role

Join our team as a Client Service Specialist and play a vital role in delivering outstanding client experience and providing essential support to our firm's operations. This dynamic position offers the chance to engage with clients, support our team, and make a meaningful impact every day.

Salary $65,000 to $90,000 commensurate with experience

Why You'll Love Working Here:

• Empower Clients: Provide clients with unparalleled service that exceeds their expectations.
• Professional Growth: Gain valuable experience and skills in financial services, with opportunities for further education and certifications.
• Collaborative Environment: Work alongside a dedicated team that values your input and encourages professional development.

What You’ll Do

• Coordinate and manage client documentation from start to finish, including gathering required forms, tracking submissions, and ensuring accuracy and compliance.
• Maintain well-organized and up-to-date client records in accordance with regulatory and firm standards.
• Deliver a high level of client service by proactively identifying needs and providing thoughtful, solutions-oriented support.
• Prepare meeting materials and reports to support advisors and enhance client interactions.
• Process and monitor requests from custodians and strategic partners with precision and timeliness.
• Build and maintain strong working relationships with internal teams and external partners.
• Support compliance efforts by adhering to regulatory requirements and firm policies in all client-related activities.

Who You Are

• A proactive and resourceful professional who is eager to learn, problem-solve, and take ownership of tasks.
• A meticulous thinker, who is willing to ask probing questions, recognizing that the details in our business are critical to ensuring long-term success.
• A strong communicator, able to anticipate client needs and deliver clear, thoughtful recommendations.
• A patient learner, understanding that mastery of wealth advisory skills and business development takes time and mentorship.
• A thorough and detail-oriented person, willing to own mistakes and recognize that growth happens through trial and error.

Qualifications

• Bachelor’s degree required, preferably in Finance, Financial Planning, Economics, or a related field.
• 3+ years of experience in investment/wealth management sector, with experience supporting advisory operations
• Proficiency in MS Outlook, Word, and Excel; CRM software experience.
• Exceptional attention to detail, proactive problem-solving abilities, and excellent time management skills.
• Series 65 or 66 is preferred.
• Excellent organizational skills, including managing calendars, appointments, and client records.
• Self-motivated and capable of working independently, taking ownership of tasks with confidence.

Why Join Us?

• Medical, dental, and vision insurance
• Health savings account (HSA) & flexible spending account (FSA) options
• Employer-paid life insurance & disability coverage
• Mental health support & employee assistance program (EAP)
• Competitive salary with performance-based bonuses
• 401(k) plan with company match

Work-Life Balance

• Generous paid time off (PTO) & paid holidays
• Paid parental leave
• Ongoing training, mentorship, and career advancement opportunities
• Tuition reimbursement & certification support