Customer Service Specialist

Prime Capital Financial of Reno-Tahoe; Reno (NV); On-site; USD 40,000 - 50,000; Full time

Job summary

Prime Capital Financial of Reno-Tahoe is seeking a Customer Service Specialist to join our Reno, NV team. This on-site role handles client inquiries by phone, email, and in person, while maintaining accurate records and coordinating with advisory and operations staff to ensure smooth service.

The ideal candidate brings strong customer service and communication skills, experience with CRM systems, and a detail-oriented, solution-focused mindset to support our fiduciary standards and client care.

Qualifications

• High school diploma or equivalent required.
• Post-secondary education in business/finance is a plus.
• Experience in financial services or client-facing environment preferred.

Responsibilities

• Respond to client inquiries via phone, email, and in person in a timely, professional manner.
• Manage incoming calls, schedule appointments, and support account servicing requests.
• Maintain detailed client records and coordinate with advisory and operations teams.

Skills

Customer service

Communication

Phone etiquette

CRM systems

Office software

Organizational skills

Attention to detail

Client-facing

Team collaboration

Education

High school diploma

Business/Finance education

Tools

CRM systems

Office software

Job description

Company Description

Prime Capital Financial of Reno-Tahoe, formerly Cornerstone Comprehensive Wealth Management, is a Northern Nevada–based wealth management firm that has upheld the fiduciary standard for over 20 years. The firm focuses on helping clients reach their financial goals by minimizing risk, reducing taxes, and creating stable, predictable income. In a complex investment landscape, Prime Capital Financial emphasizes trustworthy, guidance-based comprehensive planning that goes beyond traditional investing. Through diversified portfolios, institutional investment solutions, tax reduction strategies, and estate and legacy planning concepts, the team is committed to supporting clients on a path toward stress-free financial freedom. Prime Capital Financial operates as part of Prime Capital Investment Advisors, LLC, a federally registered investment adviser.

Role Description

The Customer Service Specialist is a full-time, on-site role based in Reno, NV. This position is responsible for responding to client inquiries via phone, email, and in person, ensuring timely, accurate, and professional communication. The specialist will manage incoming calls, schedule appointments, support account servicing requests, and provide clear information about firm processes and services. Daily activities include maintaining detailed client records, coordinating with advisory and operations teams, and following established procedures to resolve issues and enhance the overall client experience. The role also involves proactively identifying opportunities to improve service, supporting client events or meetings, and upholding the firm’s standards of confidentiality, accuracy, and client care.

Qualifications

• Strong customer service and customer support skills, with a focus on building trust and rapport.
• Ability to enhance customer satisfaction and customer experience through attentive, solution-oriented interactions.
• Professional phone etiquette and clear verbal and written communication skills.
• Organizational skills, attention to detail, and proficiency with office software and CRM systems.
• Previous experience in financial services, banking, or a client-facing professional environment is preferred.
• Ability to work on-site full time in Reno, NV, manage multiple tasks, and collaborate effectively with team members.
• High school diploma or equivalent required; post-secondary education in business, finance, or a related field is a plus.