What are the responsibilities and job description for the Client Service Specialist position at RetireSimply®?
Join Our Team at RetireSimply®! Now Hiring a Client Service Specialist at our Southlake, TX office!
About RetireSimply®: At RetireSimply®, we’re on a mission to make retirement planning simple, approachable, and stress-free. We help clients navigate the complexities of retirement by providing tailored financial solutions designed to give them peace of mind. Our growing team is looking for a Client Service Specialist who is passionate about building relationships and creating an exceptional experience for every client we serve.
What You’ll Be Doing:
As a Client Service Specialist, you’ll play a vital role in supporting our current clients as they navigate one of the most important phases of their lives — retirement. You’ll be the go-to person for ongoing service needs, ensuring our clients feel valued, informed, and cared for every step of the way. From handling account maintenance to assisting with service requests, you’ll help create a smooth and positive experience that strengthens our long-term client relationships.
Key Responsibilities:
✅ Current Client Servicing – Assist with account maintenance, process contributions & withdrawals, and handle updates or changes to Fidelity accounts and annuities.
✅ Account Transfers & Funding – Manage account transitions, track new assets coming into the firm, and provide regular updates to clients.
✅ Proactive Communication – Keep clients informed throughout ongoing transactions, building trust and strengthening relationships.
✅ Data Entry & Accuracy – Maintain precise records in Salesforce CRM and other systems to ensure all client information is up-to-date and accurate.
✅ Operational Support – Monitor current client accounts & maintenance, assist with reporting, and contribute ideas for improving processes and the client experience.
Preferred Qualifications:
✔️ Experience in investment operations or financial services support
✔️ Familiarity with Fidelity’s Wealthscape and Salesforce CRM (preferred, not required)
✔️ Proficiency in Microsoft Excel and strong attention to detail
✔️ Hold Series 7, Series 63, etc.
Why Join RetireSimply®?
We’re a close-knit team that truly cares — about our clients and each other. If you’re someone who thrives in a collaborative environment, takes pride in delivering outstanding service, and enjoys making a meaningful impact, we’d love to connect with you.
This role is based in Southlake, TX, and does not accept remote applicants.
RetireSimply® is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Salary : $50,000 - $60,000