Financial Client Experience Specialist

Ultimate Staffing Services; Pasadena (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

Ultimate Staffing Services seeks a Client Service Specialist to join our financial services team in Pasadena, CA. You will support the CFP and CFA teams, manage client inquiries, and ensure timely, accurate service delivery.

The ideal candidate has a bachelor's degree, at least three years of relevant experience, and proficiency with Orion and Salesforce. Strong organizational skills and a proactive approach are essential to maintain regulatory compliance and client satisfaction.

Qualifications

• Bachelor’s degree or equivalent experience in finance or related field.
• Minimum 3 years of experience supporting CFP or CFA teams.
• Proficiency with Orion and Salesforce CRM systems.

Responsibilities

• Serve as a key client contact for inquiries and service requests.
• Support CFP and CFA teams with daily operations and portfolio maintenance.
• Process and verify client documentation to meet regulatory standards.
• Maintain client records in Orion and Salesforce for accuracy.
• Coordinate with internal teams to resolve account-related issues.
• Assist with investment changes, funding, withdrawals, and reporting.
• Identify client needs and provide proactive solutions.
• Uphold commitment to client satisfaction and service excellence.

Skills

Client service

Organization

Communication

Education

Bachelor's degree

Tools

Orion

Salesforce

Job description

Ultimate Staffing Services seeks a Client Service Specialist to join our financial services team in Pasadena, CA. You will support the CFP and CFA teams, manage client inquiries, and ensure timely, accurate service delivery.

The ideal candidate has a bachelor's degree, at least three years of relevant experience, and proficiency with Orion and Salesforce. Strong organizational skills and a proactive approach are essential to maintain regulatory compliance and client satisfaction.