Client Services Specialist

Vaco; Irvine (CA); Hybrid; USD 40,000 - 70,000; Full time

Job summary

An innovative company is seeking a Client Services Specialist to enhance client satisfaction and resolve complex inquiries. In this dynamic role, you will empower financial professionals and customers by providing outstanding service across various business areas. You'll thrive in a supportive team environment, where your communication skills and empathetic approach will shine. This position offers the chance to make a significant impact while collaborating with diverse teams. If you're passionate about delivering top-tier service and enjoy tackling challenges in a fast-paced setting, this opportunity is perfect for you.

Benefits

Medical benefits

Dental benefits

Vision benefits

401(k) retirement plan

Qualifications

• 1+ year of call center or customer service experience.
• Proficient in Microsoft Office and CRM tools.

Responsibilities

• Manage complex inquiries from clients and financial professionals.
• Deliver excellent service while maintaining productivity goals.

Skills

Customer Service

Communication Skills

Problem Resolution

Organizational Skills

Empathy

Education

High School diploma or GED

College degree or equivalent experience

Tools

Microsoft Office

CRM tools

Job description

Job Title:Client Services Specialist
Location:Hybrid Schedule (3 days remote, 2 days on-site)in Dallas, TX
Duration: Ongoing 4-6 month contract

Job Description:

We're looking for individuals who are not only professional and polished communicators but also culture contributors-those who bring curiosity, empathy, and drive to every interaction. Personality and presence matter here-these are roles where your character shines brighter than your resume.

This is a great opportunity to work within a dynamic, supportive team and be part of a mission-driven organization that values excellence and client satisfaction.

What You'll Be Doing

As aClient Services Specialist, you will be at the frontline of client support-empowering financial professionals and customers by resolving complex issues and providing outstanding service across all areas of the business.

• Manage complex and escalated inquiries from financial professionals and clients.

• Support clients with brokerage operations, advisory accounts, transfers, and system navigation.

• Deliver an excellent service experience while maintaining productivity goals.

• Accurately document interactions using CRM tools.

• Collaborate across teams to deliver solutions without escalation.

• Assist in department training and special projects.

What We're Looking For

• 1+ year of call center or customer service experience

• Proficiency with Microsoft Office

• High School diploma or GED required

Bonus Points For

• A passion for delivering top-tier service

• Strong communication, organizational, and problem-resolution skills

• A keen attention to detail and follow-through

• Experience in banking or financial services

• College degree or equivalent experience

What Makes You a Great Fit

Our most successful team members bring the following qualities:

• Warm, professional demeanor with empathetic listening skills

• Comfort with change in a fast-paced environment

• Enthusiastic team player with a can-do attitude

• Driven to exceed expectations and make an impact

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail] .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR may access our policies here.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.