Client Services Specialist — Financial Advisory Ops

Ultimate Staffing; California (MO); On-site; USD 52,000 - 68,000; Full time

Job summary

Ultimate Staffing in Pasadena, CA is seeking a Client Service Specialist to support CFP and CFA teams, manage client inquiries, and maintain records with Orion and Salesforce. This role requires a Bachelor’s degree and 3+ years in financial services or client service management.

The position emphasizes strong organizational and communication skills, attention to detail, and the ability to multitask in a fast-paced environment. On-site role in Pasadena.

Qualifications

• Bachelor's degree or equivalent in finance, client services, or a related field.
• Minimum of 3 years of experience supporting CFP or CFA teams in financial services.
• Proficiency with Orion and Salesforce CRM platforms.
• Strong attention to detail and accuracy with sensitive client data.
• Excellent verbal and written communication skills for collaboration with clients and team members.
• Ability to multitask in a fast-paced environment with good organizational skills.
• Experience in client account servicing within a financial advisory or investment management firm (preferred).

Responsibilities

• Serve as a key contact for clients, handling inquiries and service requests to enhance satisfaction.
• Support CFP and CFA teams in daily operations, client account updates, and portfolio maintenance.
• Process and verify client documentation to ensure regulatory compliance and internal standards.
• Maintain and update client records using Orion and Salesforce with data accuracy.
• Coordinate with internal teams to facilitate smooth transactions and address client issues.
• Assist with account maintenance tasks, including investment changes, funding, withdrawals, and reporting.
• Identify client needs and deliver solutions aligned with service standards.

Skills

Client service

Organizational skills

Communication

Education

Bachelor's degree

Tools

Orion

Salesforce

Job description

Ultimate Staffing in Pasadena, CA is seeking a Client Service Specialist to support CFP and CFA teams, manage client inquiries, and maintain records with Orion and Salesforce. This role requires a Bachelor’s degree and 3+ years in financial services or client service management.

The position emphasizes strong organizational and communication skills, attention to detail, and the ability to multitask in a fast-paced environment. On-site role in Pasadena.