Wealth Management Client Services Specialist

Capstone Financial Group - AIC; Folsom (CA); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

Retirement plan with match

Health Insurance

Paid Time Off

Summer Fridays year-round

Job summary

Capstone Financial is a full-service financial planning firm in Folsom, CA, seeking a Client Service Specialist/Receptionist. This full-time, on-site role supports the CEO's book of business, handling client inquiries and account-related questions while maintaining data integrity and a high level of service.

The role offers wellness benefits, PTO, and a retirement plan with matching contributions, with Summer Fridays year-round to enhance work-life balance.

Qualifications

• 2+ years of administrative or client service experience
• Proficiency in Microsoft Office (Word, Excel) and CRM systems preferred
• Excellent written and verbal communication skills
• Strong organizational skills with keen attention to detail
• Ability to prioritize, multitask, and meet deadlines in a fast-paced environment

Responsibilities

• Serve as a primary point of contact for clients by phone, email and in person
• Respond to inquiries and resolve service requests promptly and professionally
• Assist clients with account-related questions (non-investment) including balances and transactions
• Facilitate client onboarding, including account setup, transfers and documentation
• Educate clients on digital tools and portals and maintain ongoing communication for satisfaction

Skills

Client service experience

Microsoft Office

CRM experience

Communication skills

Organizational skills

Attention to detail

Team collaboration

Problem-solving

Education

High School Diploma or equivalent

Bachelor's degree or military experience preferred

Job description

Capstone Financial is a full-service financial planning firm in Folsom, CA, seeking a Client Service Specialist/Receptionist. This full-time, on-site role supports the CEO's book of business, handling client inquiries and account-related questions while maintaining data integrity and a high level of service.

The role offers wellness benefits, PTO, and a retirement plan with matching contributions, with Summer Fridays year-round to enhance work-life balance.