We are seeking a highly organized and detail-oriented Client Services Specialist to deliver exceptional client experiences and support business operations. This role requires strong communication skills, a proactive approach, and the ability to work independently in a fast-paced financial services environment.

Key Responsibilities:

• Provide high-touch client service, managing inquiries, scheduling meetings, and ensuring seamless onboarding.

• Maintain accurate client records and compliance reporting.

• Support office management, including correspondence, CRM updates, and team coordination.

• Assist with client events, appreciation initiatives, and proactive engagement efforts.

• Oversee account administration, ensuring accuracy and timely execution of transactions.

• Contribute to business growth by fostering client relationships and supporting strategic initiatives.

Qualifications:

• Experience in financial services, insurance, banking, or mortgage industries.

• Strong attention to detail, process-oriented mindset, and a client-first attitude.

• Proficiency in CRM systems and office software; experience with Apple platforms is a plus.

• Ability to thrive in a collaborative, small-team environment with opportunities for growth.

This is an excellent opportunity for someone with initiative and a passion for delivering outstanding client service.