Client Success Specialist – Financial Services

Synergy Wealth Alliance; The Villages (FL); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Healthcare

401k

Job summary

Synergy Wealth Alliance is seeking a Client Services Associate to support our advisors and clients with a client-first approach and seamless operations. The role emphasizes accuracy, proactive organization, and strong communication across a collaborative team.

The position focuses on handling account management, data maintenance in CRM, client communications, and coordination of events and meetings. A growth-minded candidate with financial services experience is preferred and benefits include

Qualifications

• 5+ years of financial services administrative experience.
• Attention to detail and a commitment to accuracy.
• A proactive mindset and strong organizational skills.
• Exceptional communication and client relationship skills.
• A willingness to learn and grow in the financial services industry.

Responsibilities

• Handle client account management, paperwork, and daily service requests.
• Organize and maintain client and vendor data in CRM.
• Communicate with clients and ensure their requests are processed with care and accuracy.
• Coordinate events, workshops, and client meetings.
• Prepare financial summaries, reports, and meeting materials.
• Collaborate with advisors to track progress, follow up on meetings, and ensure exceptional service.
• Support office operations, from random acts of kindness to onboarding new team members.

Skills

Financial services experience

Attention to detail

Proactive mindset

Organizational skills

Communication and client relations

Tools

CRM systems

Job description

Synergy Wealth Alliance is seeking a Client Services Associate to support our advisors and clients with a client-first approach and seamless operations. The role emphasizes accuracy, proactive organization, and strong communication across a collaborative team.

The position focuses on handling account management, data maintenance in CRM, client communications, and coordination of events and meetings. A growth-minded candidate with financial services experience is preferred and benefits include