Client Service Specialist/Receptionist

Capstone Financial Group - AIC; Folsom (CA); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

Retirement plan with match

Health Insurance

Paid Time Off

Summer Fridays year-round

Job summary

Capstone Financial is a full-service financial planning firm in Folsom, CA, seeking a Client Service Specialist/Receptionist. This full-time, on-site role supports the CEO's book of business, handling client inquiries and account-related questions while maintaining data integrity and a high level of service.

The role offers wellness benefits, PTO, and a retirement plan with matching contributions, with Summer Fridays year-round to enhance work-life balance.

Qualifications

• 2+ years of administrative or client service experience
• Proficiency in Microsoft Office (Word, Excel) and CRM systems preferred
• Excellent written and verbal communication skills
• Strong organizational skills with keen attention to detail
• Ability to prioritize, multitask, and meet deadlines in a fast-paced environment

Responsibilities

• Serve as a primary point of contact for clients by phone, email and in person
• Respond to inquiries and resolve service requests promptly and professionally
• Assist clients with account-related questions (non-investment) including balances and transactions
• Facilitate client onboarding, including account setup, transfers and documentation
• Educate clients on digital tools and portals and maintain ongoing communication for satisfaction

Skills

Client service experience

Microsoft Office

CRM experience

Communication skills

Organizational skills

Attention to detail

Team collaboration

Problem-solving

Education

High School Diploma or equivalent

Bachelor's degree or military experience preferred

Job description

Capstone Financial is a full-service financial planning firm located in Folsom, California. Serving clients across the greater Sacramento area and throughout the state, we specialize in insurance and wealth management solutions for individuals and businesses.

Led by founder and CEO Chris Vaccaro, who brings over 20 years of expertise in capital preservation and deep client relationships, Capstone is dedicated to delivering exceptional customer service. Our team of experienced professionals is committed to providing innovative financial strategies that align with our clients' goals and financial success.

Role Description

This is a full-time on-site role for a Client Service Specialist/Receptionist, located in Folsom, CA. This position plays a critical role in delivering an exceptional client experience within a fast-paced, client-focused wealth management environment. This position provides comprehensive operational, administrative, and client service support under the CEO's book of business.

As a key liaison between clients, advisors, custodians, and internal partners, this role ensures seamless execution of client requests, maintains data integrity, and supports the overall client relationships and in-office environments.

This role is essential to maintaining trust, efficiency, and excellence in serving high-net-worth clients.

30-40 hours/week

Salary Range: $23-$26/hr depending on experience

Retirement Plan with match

Health Insurance

Paid Time Off

Summer Fridays year-round

Key Responsibilities

Client Service & Relationship Support

• Serve as a primary point of contact for clients, both on the phone, through email and in person
• Respond to client inquiries and resolve service requests in a timely and professional manner
• Assist clients with account-related questions (non-investment), including balances, positions, and transactions
• Facilitate client onboarding, including account setup, transfers and documentation
• Educate and assist clients with digital tools and platforms (e.g., e-signature, online portals)
• Maintain ongoing communication with clients to ensure satisfaction and retention

Account Management & Operations

• Prepare and process paperwork for new accounts, transfers, maintenance, withdrawals, RMDs, etc.
• Execute and monitor money movement transactions to ensure accuracy and timeliness
• Maintain and update client records across CRM systems (Redtail) and custodial platforms
• Ensure all client documentation adheres to compliance and regulatory requirements
• Liaise with custodians, vendors, and internal operations teams to resolve account issues
• Assist in managing the insurance application process, ensuring completeness and accuracy
• Coordinate underwriting requirements, including medical exams and documentation
• Track and follow up on pending business to ensure timely processing

Administrative & Office Support

• Answer and route inbound calls; initiate outbound calls
• Provide a professional, welcoming office environment for clients and visitors
• Manage calendars for primary Financial Advisor
• Maintain organized filing systems (digital and physical) and ensure data accuracy
• Handle general office responsibilities including correspondence, scanning, copying, mail distribution and simple upkeep

Qualifications

Education & Experience

• High School Diploma or equivalent required
• Bachelor's degree or military experience preferred
• 2+ years of administrative or client service experience
• Experience in a wealth management, financial advisory, or corporate environment preferred
• Exceptional client service and interpersonal skills with a professional presence
• Strong organizational skills with keen attention to detail
• Ability to prioritize, multi-task, and meet deadlines in a fast-paced environment
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office (Word, Excel); CRM experience preferred
• Problem-solving mindset with the ability to work independently and collaboratively
• High level of integrity, discretion, and commitment to confidentiality
• Self-motivated, goal-oriented, and adaptable to change
• Collaborative, team-oriented wealth management office
• Client-facing role requiring professionalism and responsiveness