Marketing Specialist
We are looking for a dependable, proactive, and client-focused individual to join our team as a Client Service Specialist (Project Manager). This role is essential to delivering the high-touch, personal service that defines our client experience. As the first point of contact for many clients, you will play a key part in ensuring that every interaction is smooth, professional, and impactful, both for our clients and our advisory team.
Minimum Requirements:
- A passion for providing outstanding client service
- Initiative and self-motivation — able to work independently with minimal oversight
- A desire to grow with the firm and contribute long-term
- Consistent reliability and a strong personal work ethic
- Polished and professional phone communication skills
- Attention to detail and a proactive, problem-solving mindset
- Excellent organizational and time management abilities
- Experience with calendar coordination and task prioritization
- Follow-through and accountability in completing tasks
- A kind, positive attitude and team-oriented spirit
- Possess or willing to obtain financial licensing
Main Responsibilities:
- Manage and track 401(k) rollovers and investment transfers with accuracy
- Prepare and submit paperwork for client accounts, ensuring completeness and compliance
- Assist clients during account transitions and respond to service-related needs
- Answer account-related questions (e.g., login support, address or beneficiary changes)
- Support internal operations by offloading administrative tasks from advisors
- Contribute to creating a seamless and efficient client service experience across the team, keeping tasks off of our advisors workload.