Retirement Client Success Specialist

Carlson Financial; Richmond (VA); On-site; USD 45,000 - 60,000; Full time

Job summary

Carlson Financial is seeking a Client Service Specialist in Richmond, VA to uphold a client-first approach within our growing wealth management team. You will support the onboarding of new clients, handle service requests, and assist with account servicing and reviews, ensuring accuracy and timely communication with clients and staff.

The role emphasizes strong organizational abilities, attention to detail, and proactive client support, with opportunities to engage in marketing events and

Qualifications

• Strong client-service orientation with a focus on wealth/asset management operations.
• Excellent verbal and written communication across client and staff
• Demonstrated organizational skills and attention to detail in financial services contexts

Responsibilities

• Review applications for accuracy and alignment with the financial plan prior to submission.
• Complete client service requests and resolve client issues.
• Coordinate and follow up on each client account or funds-transfer.
• Receive and respond to client service calls in a friendly, professional manner.
• Prepare client review summaries for upcoming appointments and support the Financial Advisor.

Skills

Client service skills

Communication skills

Organizational skills

Attention to detail

Proactive management

Follow-through

Tools

MS Office Suite

Excel

Job description

Carlson Financial is seeking a Client Service Specialist in Richmond, VA to uphold a client-first approach within our growing wealth management team. You will support the onboarding of new clients, handle service requests, and assist with account servicing and reviews, ensuring accuracy and timely communication with clients and staff.

The role emphasizes strong organizational abilities, attention to detail, and proactive client support, with opportunities to engage in marketing events and