Onsite Client Services Specialist (Financial Services)

Addison Group; San Antonio (TX); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Job summary

Addison Group in San Antonio, TX seeks a Client Service Associate to support client relationships and daily account operations in a fast-paced financial services environment. You will coordinate requests, maintain records, and work with internal teams to ensure timely, accurate service.

The role requires 2+ years in client services or administrative support, strong communication, organization, and proficiency with MS Office; onsite Mon-Fri 8-5.

Qualifications

• 2+ years of experience in client services, customer service, account support, financial services, or a related administrative role.
• Experience supporting clients in financial services, wealth management, banking, investment services, or a similar professional environment is preferred.
• Strong written and verbal communication skills, with a professional and client-focused approach.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple requests, prioritize deadlines, and maintain accuracy in a fast-paced setting.
• Proficiency in Microsoft Office, particularly Outlook, Excel, and Word.
• Comfortable learning CRM, account management, and other business software systems.
• Demonstrated ability to handle confidential information responsibly.
• Strong problem-solving skills and a commitment to delivering responsive client support.
• Ability to work collaboratively with internal teams while independently managing assigned responsibilities.

Responsibilities

• Serve as a primary point of contact for client inquiries, providing timely responses and coordinating resolutions as needed.
• Assist with daily account servicing activities, including processing client requests, updating account information, and maintaining accurate records.
• Build and maintain positive client relationships through professional communication and consistent follow-up.
• Prepare, review, and organize client documentation, reports, forms, and other account-related materials.
• Coordinate with internal departments to address client needs and ensure requests are completed accurately.
• Monitor outstanding items, track deadlines, and follow up on pending requests to support efficient service delivery.
• Support account onboarding processes, including collecting documentation and coordinating required account setup activities.
• Handle sensitive financial and personal information with discretion and in accordance with company policies.
• Identify and communicate potential account discrepancies or service concerns to the appropriate team members.
• Assist with preparing materials for client meetings, reviewing account information, and coordinating follow-up actions.
• Maintain organized electronic files and update internal systems to ensure information is accurate and accessible.
• Contribute to process improvements that enhance the client experience and streamline administrative workflows.

Skills

Communication

Organization

Attention to detail

CRM familiarity

Tools

CRM software

Microsoft Office

Excel

Job description

Addison Group in San Antonio, TX seeks a Client Service Associate to support client relationships and daily account operations in a fast-paced financial services environment. You will coordinate requests, maintain records, and work with internal teams to ensure timely, accurate service.

The role requires 2+ years in client services or administrative support, strong communication, organization, and proficiency with MS Office; onsite Mon-Fri 8-5.