Client Service Specialist

Prime Capital Financial; United States; On-site; USD 55,000 - 85,000; Full time

Job summary

Prime Capital Financial in the United States is seeking a client service professional to support advisors and deliver a high-quality client experience. The role partners with financial professionals and internal teams to ensure accurate, timely, and compliant execution of client service activities.

You will independently manage core client service functions, process account maintenance, money movements, and new account documentation, while building strong client relationships and managing

Qualifications

• 2+ years of financial services or client service experience.
• Bachelor's degree or equivalent experience.
• Strong knowledge of account servicing processes.
• Demonstrated ability to manage multiple priorities.

Responsibilities

• Independently manage client inquiries and service requests.
• Process account maintenance, including money movements and distributions.
• Prepare and review new account documentation.
• Maintain compliance logs and required documentation.
• Support advisors with client deliverables and follow-ups.

Skills

Client service

Multitasking

Relationship management

Communication

Education

Bachelor's degree or equivalent experience

Job description

This role is responsible for delivering exceptional client service and supporting advisors in providing a high-quality client experience. The position partners closely with financial advisors and internal teams to ensure accurate, timely, and compliant execution of client service activities while building strong client relationships. This role independently manages core client service functions and supports more complex operational tasks.

Key Responsibilities:

• Independently manage client inquiries and service requests
• Process account maintenance, including money movements and distributions
• Prepare and review new account documentation
• Maintain compliance logs and required documentation
• Support advisors with client deliverables and follow-ups

Education/Experience:

• Bachelor's degree or equivalent experience preferred
• 2+ years of financial services or client service experience
• Strong knowledge of account servicing processes
• Demonstrated ability to manage multiple priorities

Core Competencies

• Independently handles standard client requests
• Builds trust through responsiveness and follow-through
• Manages full lifecycle of account servicing tasks
• Anticipates next steps and reduces rework
• Resolves routine issues independently
• Identifies root causes and proposes solutions
• Effectively balances multiple advisors and client needs
• Demonstrates strong organizational discipline
• Understands and adheres to documentation and process requirements