Client Success Specialist - Financial Services Support

Ultimate Staffing; California; On-site; USD 60,000 - 85,000; Full time

Job summary

Ultimate Staffing is seeking a Client Service Specialist to join our financial services team in California. You will support our CFP and CFA teams, manage client inquiries, and maintain records with Orion and Salesforce.

A strong emphasis on accuracy, compliance, and proactive service is essential. The ideal candidate has a minimum of three years in financial services or client service management, plus experience with CRM and portfolio management systems.

Qualifications

• Bachelor's degree or equivalent experience in finance, client services, or a related field.
• Minimum of 3 years of experience supporting CFP or CFA teams, with a strong understanding of the financial services industry.
• Proficiency in Orion and Salesforce, with a solid understanding of CRM and portfolio management systems.

Responsibilities

• Serve as a key point of contact for clients, handling inquiries, service requests, and providing timely responses to enhance satisfaction.
• Support CFP and CFA teams in daily operations, client account updates, and portfolio maintenance.
• Process and verify client documentation with precision, ensuring regulatory compliance and internal standards.
• Maintain and update client records using Orion and Salesforce, ensuring data accuracy and consistency.
• Coordinate with internal teams to facilitate smooth transactions and resolve account-related concerns.
• Assist with account maintenance tasks, including investment changes, funding, withdrawals, and reporting.
• Use problem-solving skills to identify client needs and deliver solutions aligned with service standards.

Skills

Organizational skills

Attention to detail

Communication

Multitasking

Education

Bachelor's degree

Tools

Orion

Salesforce

CRM systems

Job description

Ultimate Staffing is seeking a Client Service Specialist to join our financial services team in California. You will support our CFP and CFA teams, manage client inquiries, and maintain records with Orion and Salesforce.

A strong emphasis on accuracy, compliance, and proactive service is essential. The ideal candidate has a minimum of three years in financial services or client service management, plus experience with CRM and portfolio management systems.