Wealth Client Experience Specialist

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

Benefits offered by this job

Bonus potential

Health benefits

401(k)

Job summary

Calander Wealth is seeking an experienced Client Service Specialist to join our team. You will be a primary contact for client service needs, delivering a high-touch, responsive experience and building trust with clients through professionalism.

The role involves account openings, maintenance, coordinating with custodians, preparing meeting materials, and supporting advisors with pre- and post-meeting workflows. Hybrid environment with in-office Monday–Thursday and remote Fridays.

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 and build trust with clients.
• Coordinate account opening, maintenance, and service requests; ensure accuracy across transactions.
• Prepare client meeting materials and documentation; manage follow-ups and post-meeting workflows.
• Maintain accurate client records in CRM and ensure compliance with standards.

Skills

Client service experience

Wealth management workflows

CRM systems experience

Tools

Salesforce

Ameriprise

Job description

Calander Wealth is seeking an experienced Client Service Specialist to join our team. You will be a primary contact for client service needs, delivering a high-touch, responsive experience and building trust with clients through professionalism.

The role involves account openings, maintenance, coordinating with custodians, preparing meeting materials, and supporting advisors with pre- and post-meeting workflows. Hybrid environment with in-office Monday–Thursday and remote Fridays.