Client Success & Onboarding 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

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.