Wealth Client Service Specialist - Hybrid/Remote Fridays

Jamba Juice; McKinney (TX); Hybrid; USD 63,000 - 70,000; Full time

Benefits offered by this job

Bonus potential

Health benefits

Dental & vision insurance

Retirement plan

PTO & paid holidays

Hybrid work model

In-office Mon-Thu, remote Fri

Job summary

Calander Wealth is seeking a Client Service Specialist to join our fast-paced advisory team in a hybrid role. You will serve as the primary client contact, support relationship management, and coordinate with custodians and partners to resolve client needs.

The ideal candidate has 3+ years in financial services client service or operations, experience with CRM systems (Salesforce/Ameriprise preferred), and a proactive, detail-oriented approach with a commitment to accuracy and regulatory

Qualifications

• 3+ years of experience in financial services client service or operations.
• Strong understanding of wealth management workflows and client lifecycle.
• Experience 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 and build client trust.
• Coordinate with custodians and internal partners to resolve client needs and ensure timely transactions.
• Prepare client meeting materials and documentation; manage follow-ups and action items.
• Maintain accurate and up-to-date client records in CRM and assist with planning documentation.

Skills

Client service experience

CRM systems

Tools

Salesforce

Ameriprise

Job description

Calander Wealth is seeking a Client Service Specialist to join our fast-paced advisory team in a hybrid role. You will serve as the primary client contact, support relationship management, and coordinate with custodians and partners to resolve client needs.

The ideal candidate has 3+ years in financial services client service or operations, experience with CRM systems (Salesforce/Ameriprise preferred), and a proactive, detail-oriented approach with a commitment to accuracy and regulatory