Financial Client Service Specialist

Arcadia Financial; Manchester (NH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Employer-paid health insurance

Unlimited PTO

Disability & life insurance

401(k) with company match

Professional development

Team-focused culture

Volunteer initiatives

Job summary

Arcadia Financial in Manchester, NH (and Andover, MA) seeks a Client Service Specialist to be embedded in a fast-growing advisory team, handling onboarding and new business processing from day one.

You will work with advisors, custodians, and clients to ensure accurate documentation, timely sign-offs, and a seamless transition, with opportunities to contribute to real financial strategies.

This role emphasizes ownership, professionalism, and travel between NH and MA offices when required.

Qualifications

• Experience within the financial services industry required.
• Proficient with MS Office and CRM platforms; Fidelity Wealthscape and DocuSign preferred.
• Life and Health license required; Series 6/7/65 certifications preferred.
• Strong written and verbal communication; highly professional.
• Excellent organizational and prioritization abilities.
• Willingness to travel between Manchester, NH and Andover, MA.

Responsibilities

• Serve as primary onboarding contact for new clients.
• Process new business applications and forms with advisors.
• Communicate professionally with clients, advisors, custodians.
• Maintain onboarding status and follow up on items.
• Support advisors during client meetings.
• Ensure compliance with firm standards.

Skills

Communication skills

Attention to detail

Multitasking

Professional demeanor

Travel flexibility

Education

Life and Health license

Series 6/7/65 certifications

Tools

Microsoft Office

CRM platforms

Fidelity Wealthscape

DocuSign

Job description

Position Overview

At Arcadia, this is not a back-office financial planning role.

You’ll be directly embedded in a fast-growing advisory team, working alongside experienced advisors, sitting in on client meetings, and contributing to real financial strategies from day one.

This is a high-ownership, high-growth opportunity designed for someone who wants to accelerate their career in wealth management — not coast in a traditional role.

The Client Service Specialist (CSS) plays a critical role in delivering a seamless and exceptional client experience across Arcadia Financial’s book of business. Reporting to the Head of Client Services, this position is responsible for managing new business processing, coordinating documentation, and ensuring that every client’s transition into the firm is efficient, accurate, and handled with care.

The CSS partners closely with advisors, clients, and third-party custodians to ensure that all business is executed in compliance with firm standards. This role exists to streamline client onboarding, maintain operational organization, and uphold the firm’s reputation for precision and professionalism. The ideal candidate is proactive, detail-oriented, and thrives in a fast-paced, team-centered environment.

Key Responsibilities

Client Experience & Service Delivery

• Serve as a primary point of contact for new clients during the onboarding process, ensuring all documentation and signatures are completed accurately and promptly.
• Prepare and process new business applications and account forms, coordinating with advisors to ensure readiness before client meetings.
• Communicate professionally and courteously with clients, advisors, and third-party partners—including clearing firms, insurance companies, and custodians.
• Maintain visibility into each client’s onboarding status, proactively following up to resolve outstanding items or missing documentation.
• Support advisors in client meetings, as needed, including those scheduled outside normal business hours.

Operational Execution

• Manage workflow through internal systems such as CRM, Firelight, DocuSign, Fidelity Wealthscape, and insurance carrier portals.
• Track and reconcile all submitted business to ensure accuracy and timely completion.
• Adhere to internal compliance standards and maintain meticulous records of all business transactions.
• Provide administrative support and guidance to new administrative staff on client onboarding procedures.

Cross-Department Collaboration

• Partner with the Client Services and Operations teams to maintain consistent processes and communication across departments.
• Participate in weekly service and planning meetings to review progress and identify opportunities for efficiency.
• Coordinate with advisors and support staff to ensure licensing, registration, and training requirements are up to date.

Qualifications

• Experience within the financial services industry required.
• Proficient in Microsoft Office Suite and CRM platforms; experience with Fidelity Wealthscape and DocuSign strongly preferred.
• Life and Health license required. Preferred to have series certifications (series 6, 65, 7 etc) additional licenses considered.
• Strong written and verbal communication skills with a high level of professionalism.
• High level of critical thinking skills.
• Excellent organizational skills and ability to manage multiple priorities with attention to detail.
• Must be able to travel occasionally between Arcadia’s Andover, MA and Manchester, NH offices.

Success Looks Like

• Clients experience a smooth, timely, and professional onboarding process.
• Applications and documentation are accurate, compliant, and submitted on time.
• Communication with clients, advisors, and partners is proactive and polished.
• Workflows remain organized, trackable, and transparent across the service team.

The role is available for full time employment in either our Manchester NH headquarters or in our Andover MA office.

Benefits

• 100% employer-paid health, dental, and vision insurance
• Unlimited paid time off (PTO) and flexible scheduling
• Short-term disability, long-term disability, and life insurance — fully covered
• 401(k) retirement plan with 4% company match
• Professional development and continuing education opportunities
• Collaborative, people-first culture that values innovation and accountability
• Engaging workplace perks, including team events, community-focused volunteer initiatives and more

Arcadia challenges you to fearlessly live every day like it’s Saturday.