Hybrid Wealth Client Experience Specialist

Jambalaya Group; McKinney (TX); Hybrid; USD 63,000 - 70,000; Full time

Benefits offered by this job

Health benefits

Dental and vision insurance

Life insurance

STD/LTD

401(k) with employer contribution

Paid time off (PTO)

Job summary

Calander Wealth in McKinney, TX seeks a proactive, detail-oriented professional for client service and operations support within a wealth management practice. You will act as the primary client contact, ensuring a high-touch experience, coordinating account openings and service requests, and supporting advisors with meeting prep and follow-ups.

You will maintain CRM records, assist with planning documentation, and help ensure regulatory compliance while growing within the firm.

Qualifications

• 3+ years of experience in financial services client service or operations.
• Strong understanding of wealth management workflows and client lifecycle.
• Experience working within CRM systems (Salesforce/Ameriprise preferred).

Responsibilities

• Serve as a primary point of contact for client service needs.
• Deliver a high-touch, responsive client experience.
• Build trust with clients through professionalism and follow-through.
• Process account opening, maintenance, and service requests.
• Coordinate with custodians and internal partners to resolve client needs.
• Ensure accuracy and timeliness across all client transactions.
• Prepare client meeting materials and documentation.
• Manage follow-ups and ensure completion of action items.
• Support advisors with both pre- and post-meeting workflows.
• Maintain accurate and up-to-date client records within CRM systems.
• Assist with financial planning documentation and processes as needed.
• Ensure compliance with firm and regulatory standards.

Skills

Client service

Attention to detail

Organizational skills

Interpersonal communication

Multi-tasking

Tools

Salesforce

Ameriprise

Job description

Calander Wealth in McKinney, TX seeks a proactive, detail-oriented professional for client service and operations support within a wealth management practice. You will act as the primary client contact, ensuring a high-touch experience, coordinating account openings and service requests, and supporting advisors with meeting prep and follow-ups.

You will maintain CRM records, assist with planning documentation, and help ensure regulatory compliance while growing within the firm.