Senior Client Services Specialist -Finance

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.