Wealth Client Service Specialist – Hybrid + Remote Fridays

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

Benefits offered by this job

Bonus potential

Health benefits

Dental & vision insurance

Life insurance

STD/LTD

401(k)

Job summary

Calander Wealth is seeking an experienced Client Service Specialist to join our advisory team. You will act as the primary client contact, delivering high-touch service, coordinating account openings, and supporting advisors with pre- and post-meeting workflows in a hybrid, collaborative environment.

The ideal candidate has 3+ years in financial services client service or operations, a solid understanding of wealth management workflows, and hands-on CRM experience (Salesforce/Ameriprise

Qualifications

• 3+ years of experience in financial services client service or operations.
• Strong understanding of wealth management workflows and client lifecycle.
• Experience working with 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 pre- and post-meeting workflows.
• Maintain accurate client records within CRM systems.
• Assist with financial planning documentation and processes as needed.
• Ensure compliance with firm and regulatory standards.

Skills

Client service

Wealth management workflows

CRM systems

Tools

Salesforce

Ameriprise

Job description

Calander Wealth is seeking an experienced Client Service Specialist to join our advisory team. You will act as the primary client contact, delivering high-touch service, coordinating account openings, and supporting advisors with pre- and post-meeting workflows in a hybrid, collaborative environment.

The ideal candidate has 3+ years in financial services client service or operations, a solid understanding of wealth management workflows, and hands-on CRM experience (Salesforce/Ameriprise