Client Services Specialist

Kids for the Future; Anchorage (AK); On-site; USD 45,000 - 65,000; Full time

Job summary

Alaska Investment Management in Anchorage is seeking a Client Service Specialist to support client relationships across onboarding, reporting, and meetings. You will coordinate with operations, compliance, accounting, and other teams to ensure timely, accurate service while maintaining confidentiality.

The role requires 2–5 years in client service or financial services, a 4-year degree, and strong communication and organizational skills in a professional setting.

Qualifications

• Strong client-service orientation with excellent written and verbal communication.
• Experience coordinating documentation or onboarding processes and maintaining confidentiality.
• Experience communicating directly with clients and managing multiple priorities.

Responsibilities

• Serve as a primary point of contact for client inquiries and service needs, coordinating with internal teams when additional expertise or approval is required.
• Coordinate client onboarding from initial documentation through account setup – preparing, collecting, and reviewing documents for completeness, and resolving gaps with compliance or other functions.
• Maintain accurate, organized client records, files, and CRM/system data with strict confidentiality.
• Prepare client reports, presentations, correspondence, and meeting materials; coordinate meeting logistics and follow-up items to completion.
• Collaborate across operations, compliance, accounting, investment, legal, and technology teams to address client needs, escalating sensitive or complex matters to senior team members as appropriate.
• Track client-related tasks, deadlines, and deliverables, proactively flagging upcoming issues before they become problems.
• Support development and improvement of client service procedures, templates, checklists, and workflows.
• Perform all duties in accordance with Firm policies and applicable regulatory requirements, including recordkeeping and audit/compliance support as needed.

Skills

Client service orientation

Organizational skills

Attention to detail

Communication

Judgment & discretion

Education

Bachelor's degree in Business Administration, Finance, Economics, Accounting, Communications, or related field

Tools

Microsoft Office (Outlook, Word, Excel, PowerPoint)

CRM systems

Job description

• Location 111 W. 16th Avenue,Suite 400,Anchorage, AK, 99501,United States
• Employee Type FT Exempt
• Required Degree 4 Year Degree

Contact information

• Name Human Resources

Description

The Client Service Specialist supports Alaska Investment Management's (AIM) client relationships by providing responsive, professional, and accurate service throughout the client lifecycle - serving as the primary point of coordination for client requests, onboarding, documentation, reporting, and meetings.

This role works closely with senior leadership and internal teams (operations, compliance, accounting, and other functional areas) to ensure client needs are met accurately and on time, in accordance with Firm policy and applicable regulatory requirements. The ideal candidate is highly organized, service-oriented, detail-focused, and comfortable managing multiple client relationships and priorities in a professional financial services environment.

Key Responsibilities

Serve as a primary point of contact for client inquiries and service needs, developing responsive, professional client relationships and coordinating with internal teams when additional expertise or approval is required.

Coordinate client onboarding from initial documentation through account setup – preparing, collecting, and reviewing documents for completeness, and resolving gaps with compliance or other functions.

Maintain accurate, organized client records, files, and CRM/system data at all times, with strict confidentiality.

Prepare client reports, presentations, correspondence, and meeting materials; coordinate meeting logistics and track follow-up items to completion.

Collaborate across operations, compliance, accounting, investment, legal, and technology teams to address client needs, escalating sensitive or complex matters to senior team members as appropriate.

Track client-related tasks, deadlines, and deliverables, proactively flagging upcoming issues before they become problems.

Support development and improvement of client service procedures, templates, checklists, and workflows.

Perform all duties in accordance with Firm policies and applicable regulatory requirements, including recordkeeping and audit/compliance support as needed.

Requirements

Education

Bachelor's degree in Business Administration, Finance, Economics, Accounting, Communications, or a related field preferred; equivalent combination of education and experience considered.

Experience

2–5 years of experience in client service, client relations, financial services, or a related function.

Experience communicating directly with clients, managing multiple priorities, and coordinating documentation or onboarding processes.

Experience handling confidential and sensitive information with professionalism and discretion.

Core Skills

Strong client-service orientation with excellent written and verbal communication.

Strong organizational skills, attention to detail, and follow-through.

Sound judgment and discretion; know when to elevate.

Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint) and ability to learn CRM/business systems.

Physical Demands

• Must be able to sit or stand for extended periods.
• Requires regular use of hands and fingers to operate a computer keyboard, mouse, and other office equipment.
• Must be able to communicate clearly in person, over the phone, and via email.