<p><strong>Client Service Specialist</strong></p><p>A growing wealth management firm is seeking an experienced <strong>Client Service Specialist</strong> to join our team. This role is primarily back-office and administrative, with some client interaction via email and phone. You’ll support approximately 200 client relationships and collaborate across departments to ensure exceptional service.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Manage client requests such as account openings, transfers, ACH processing, and document execution.</li><li>Communicate with clients and custodians to resolve operational inquiries.</li><li>Prepare reports and assist with meeting materials using CRM and portfolio management systems.</li><li>Contribute to quarterly reporting and help improve client service processes.</li><li>Maintain accurate client data and ensure compliance with firm procedures.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive salary and benefits (medical, dental, vision).</li><li>401(k) with matching after 6 months.</li><li>Generous PTO: 3 weeks vacation plus separate sick days.</li><li>Collaborative team environment with opportunities to improve processes and client experience.</li></ul><p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>

<p><strong>What We’re Looking For</strong></p><ul><li><strong>3+ years</strong> <strong>in wealth management, brokerage, or investment advisory.</strong></li><li>Bachelor’s degree strongly preferred.</li><li>Familiarity with custodians <strong>(Schwab, Fidelity, Pershing)</strong> and financial operations <strong>(RMDs, ACATs)</strong>.</li><li>Strong organizational skills, attention to detail, and ability to work independently.</li><li>Excellent communication skills and professionalism with sensitive information.</li><li>Experience with <strong>Orion Advisor Tech and Salesforce is a plus.</strong></li></ul><p><strong>Want to know more? </strong>Apply today and send your resume via LinkedIn to<strong> Jonathan Christian (JC) del Rosario</strong> — let’s explore how this opportunity could be the right fit for your next career move.</p>

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