Senior Client Service Specialist
Location: San Jose, CA
Hours: 8:30 AM – 5:00 PM, Monday-Friday
Are you looking to grow your career in financial services while working in a collaborative,
family-oriented environment? At our firm, we blend the stability of a nationwide company
with the personal touch of a close-knit team. If you're detail-oriented, proactive, and passionate
about delivering an exceptional client experience, this role may be right for you.
What You’ll Do:
As a Senior Client Service Specialist, you’ll be the go-to person for both clients and advisors,
ensuring a smooth and professional experience. Your role will be dynamic, combining
administrative expertise, client service, and operational support.
Be the first point of contact – answer client inquiries and assist with account-related requests
Manage scheduling and logistics for meetings between clients and advisors
Process paperwork and service requests with precision and efficiency
Maintain client files and support back-office operations
Engage in proactive client outreach to strengthen relationships
Assist with client events and special projects
Collaborate with the team to enhance the client experience
What We’re Looking For:
Financial services experience
Strong organizational & time management skills – you thrive in a fast-paced environment
Tech-savvy mindset – experience with CRMs (Salesforce preferred) and Microsoft Office
Outstanding communication skills – both written and verbal
Proactive problem solver – you take initiative and think independently
Ability to travel occasionally to support other locations
Military experience? We value your skills!
Why Join Us?
Be part of a firm that values growth, teamwork, and client success. Enjoy a supportive, professional environment with opportunities to expand your role.Work closely with experienced advisors and gain valuable industry knowledge.
This is a full-time, in-office position where you’ll have the opportunity to make a real impact.