The Client Services Specialist position’s primary focus is ensuring that the proper paperwork required for opening, transferring, and managing assets is prepared, entered, and expedited correctly and efficiently with the goal of providing outstanding customer service and client support.

Salary Range: $50,000-$70,000 (annualized)


  • Prepare applications, transfer paperwork & agreements
  • Review paperwork to ensure documents are complete and submit to custodians, as needed
  • Enter client information and data into Salesforce (new account information, set service cases, etc.)
  • Fulfill additional client servicing requests such as Wire or ACH funds, check requests, or any other document requests
  • Assist clients with online access to view accounts or plans, as well as rollover calls and other transfer-related steps
  • Handle client households and prepare any necessary paperwork or agreements in preparation of upcoming meetings
  • Update eMoney planning software with changes (e.g., transfers, new accounts, money movement)
  • Upload documents into online storage website (e.g., Egnyte)
  • Research and provide solutions to any issues that arise throughout the handling of client support and servicing
  • May be required to obtain notary credentials at some point following hire


  • Bachelor’s degree in business, finance or related field preferred. High school diploma required
  • Previous experience in account management within the financial services industry is highly preferred
  • Strong attention-to-detail
  • Ability to multitask and prioritize fluctuating workloads and competing priorities
  • Strong project management skills with the ability to prioritize tasks and meet deadlines
  • Ability to work independently and take initiative
  • Customer-service oriented
  • Excellent communication skills, both written and verbal, with the ability to effectively convey information to clients or others.
  • Proficient in Microsoft Word, Excel, and Outlook
  • Experienced user of Fidelity Wealthscape and/or Charles Schwab Institutional preferred
  • Salesforce CRM and/or eMoney financial planning software experience is a plus


Candidates should submit a resume to