Client Service Specialist

Jambalaya Group — McKinney, US — inconnu

What our tracking knows about this posting

Published on 3 September 2026 · first appeared in our records on 3 September 2026.

Stable posting: first seen on 3 September 2026, with no abnormal reposting.

This posting shows no salary — 34% of open vente postings in US do.

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Calander Wealth, a growing and high-performing advisory practice, is seeking an experienced Client Service Specialist to join the team. This role is designed for a professional who can step in with industry knowledge, deliver a high level of client service, and quickly integrate into an established, fast-paced environment. This is an ideal opportunity for someone who thrives in a detail-oriented, client-facing role and is looking to grow within a practice that values operational excellence, team collaboration, and long-term development. About the Practice Calander Wealth is a growth-focused advisory firm committed to delivering a seamless and high-quality client experience. The culture is: • Fast-paced and execution-driven • Client-focused with a high standard of service • Collaborative, with strong internal accountability • Focused on continuous improvement and long-term growth The team is seeking someone who is proactive, detail-oriented, and capable of contributing immediately while continuing to grow within the organization. Key Responsibilities Client Service & Relationship Support • 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 Account Management & Operations • 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 Meeting Preparation & Execution • Prepare client meeting materials and documentation • Manage follow-ups and ensure completion of action items • Support advisors with both pre- and post-meeting workflows Systems & Data Management • Maintain accurate and up-to-date client records within CRM systems • Assist with financial planning documentation and processes as needed • Ensure compliance with firm and regulatory standards Equal Opportunity Employer Calander Wealth is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences. Ideal Candidate Profile Required 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) Preferred Qualifications • FINRA licenses (Series 7 and/or 66 strongly preferred or willingness to obtain) • Experience within a financial advisory or wealth management practice • Familiarity with financial planning tools (e.g., MoneyGuide) Professional Strengths • Exceptional attention to detail and organizational skills • Strong interpersonal and client-facing communication abilities • Ability to manage multiple priorities in a fast-paced environment • Proactive, self-directed, and solutions-oriented • Team-oriented with a desire to grow within the firm