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Client Services Specialist

2 months ago

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Job Overview

CLIENT SERVICES SPECIALIST - WEALTH MANAGEMENT
Full-time, In-office Position
Salary Range: $60,000 to $70,000
Experience in Financial Services Required

At Transcend Practice Management, we recognize that the most talented individuals have numerous options in the wealth management sector. Joining our team is an investment in your career that promises lasting rewards.

We pride ourselves on fostering a collaborative environment where our core values—dedication, humility, optimism, responsiveness, and a commitment to excellence—are at the forefront of our daily operations. Our office is dedicated to providing exceptional, personalized experiences for our clients, ensuring they receive our full attention and advocacy.

Are you intrigued? We are on the lookout for a Client Services Specialist to support one of our leading advisors. We seek individuals who embody the following qualities:

  • Meticulous attention to detail
  • High energy and enthusiasm
  • Dedication to surpassing client expectations
  • Respect and tolerance for all clients
  • Flexibility and willingness to assist the team as needed
  • Interest in diverse assignments across the firm
  • Strong communication and interpersonal skills, with the ability to build relationships
  • Proactive in anticipating the needs of the advisor and the team
  • Excellent time management and organizational skills
  • Self-motivated and initiative-driven
  • Integrity and commitment to confidentiality
  • Composure and professionalism in challenging situations
  • A collaborative spirit and a desire to contribute long-term
  • A forward-thinking perspective aligned with our firm and industry.


As a Client Services Specialist, your responsibilities will include:

  • Engaging in thoughtful analysis and decision-making.
  • Managing, organizing, and processing client communications, ensuring that the advisor focuses on critical tasks.
  • Preparing and dispatching outgoing correspondence.
  • Conducting quality assurance checks to ensure compliance with advisor standards.
  • Tracking pending business documentation and following up on outstanding transactions.
  • Maintaining timely processing of all items.
  • Staying informed about client meetings and ongoing projects to effectively manage schedules.
  • Coordinating the advisor's calendar and commitments.


Qualifications for this role include:

  • A degree (BA or BS) is preferred but not mandatory.
  • A minimum of three years in a client-facing role is essential.
  • At least three years of experience in the financial services sector is required.
  • Exceptional communication and relationship management skills.
  • Proficiency in Microsoft Office Suite and Salesforce CRM.
  • Ability to learn and utilize various financial platforms.
  • Technologically adept.
  • Experience in administrative support within a professional setting.
  • Ability to generate reports for client meetings.
  • Proficiency in updating client account information.
  • Adaptability in a dynamic work environment.
  • High attention to detail and a commitment to outstanding customer service.
  • Quick learning capabilities.
  • Demonstrated job stability and career advancement.


Join a team that values collaboration and thrives in a comfortable, luxurious environment. With a small team, the potential for growth is limitless. Your dedication to our firm will be matched by our commitment to your professional development.

As a Client Services Specialist, you will have the opportunity to work with some of the most successful individuals and families, providing essential support as they pursue their financial aspirations.

We encourage a diverse range of applicants from various backgrounds to explore what we offer and discover if it aligns with your career goals.