Client Services Specialist

Company Overview

Secure Money Advisors is a fast-growing, client-centric financial advisory firm dedicated to helping individuals and families achieve a secure retirement.

The firm specializes in retirement planning, investment management, and wealth preservation, primarily serving mass affluent, retirement-age clients.

Operating under a fiduciary model, the firm offers fee-based managed money solutions and fixed-indexed annuities as core components of its planning process.

Secure Money Advisors stands out due to its high-volume marketing efforts, ensuring a steady stream of new clients.

As a result, the firm requires a strong Client Services team to deliver an exceptional client experience.

Position Overview The Client Services Specialist (CSS) is a client-facing professional responsible for new business processing, ongoing client service, and direct communication with clients via phone, email, and in-person interactions.

This role is vital in ensuring every client receives timely, professional support with their accounts, paperwork, and financial needs.

This is an ideal opportunity for detail-oriented professionals who excel in a fast-paced environment, enjoy working with people, and want to grow within a top-tier financial advisory firm.

Key Responsibilities

Client Service & Communication

• Serve as the primary contact for client inquiries, ensuring prompt, professional, and friendly responses.
• Deliver a high-touch client experience, proactively addressing client needs and resolving issues.
• Build strong client relationships through consistent follow-up and personalized attention.

New Business & Account Management

• Process new account applications, transfers, and rollovers accurately and efficiently.
• Track and manage all paperwork and account setups, keeping clients and advisors informed.
• Liaise with custodians, insurance carriers, and financial institutions to ensure smooth transactions and account servicing.

Operational & Administrative Support

• Maintain accurate client records and service requests within the firm's CRM system.
• Assist advisors with preparing client meeting materials, reports, and follow-up actions.
• Coordinate appointment scheduling, confirmations, and follow-ups to keep clients engaged.

Compliance & Documentation

• Ensure all client documentation meets regulatory and compliance standards.
• Adhere to firm policies and confidentiality requirements when handling client information.

Qualifications & Experience

Required:

• 1-5 years of experience in financial services, banking, insurance, or related fields (client service, administrative, or operations roles).
• Strong customer service and communication skills.
• Detail-oriented with excellent organizational and multitasking abilities.
• Experience with financial paperwork and application processing.
• Proficiency in Microsoft Office and CRM systems.

Preferred:

• Experience with managed money accounts and fixed-indexed annuities is a plus.
• Familiarity with IRA rollovers, annuity transfers, and investment account servicing.
• Prior experience with RIAs or financial advisory firms.

Key Success Traits

• Detail-Oriented: Accuracy in handling client requests and documentation.
• People-Oriented: Builds relationships and ensures clients feel valued.
• Proactive: Anticipates client needs and resolves issues efficiently.
• Team Player: Collaborates with advisors and operations staff.
• Clear Communicator: Articulates processes and next steps effectively.

Compensation & Benefits

• Base Salary: $50,000 - $70,000 (commensurate with experience).
• Full Benefits Package:
• Medical, dental, and vision insurance.
• 401(k) with company match.
• Disability insurance.
• Paid time off and holidays.

Career Growth & Advancement

• Clear progression paths:
• Client Services Specialist → Senior Client Services Specialist
• Senior Client Services Specialist → Operations Manager or Financial Advisor (with licensing support available).

Why Join Secure Money Advisors?

• Client-First Culture: Deliver meaningful service in a firm that prioritizes clients.
• Professional Development: Structured growth opportunities within a thriving firm.
• Team Environment: Collaborative, high-energy workplace focused on excellence.

Location: In-Office | Pittsburgh, PA

Ready to Join a Growing, Client-Focused Financial Firm?

Apply today to advance your career with Secure Money Advisors and become a key player in delivering exceptional client experiences.

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Compensation Package:

• Bonus opportunities

Schedule:

• Monday to Friday
• No nights
• No weekends

Work Location: In person

Salary : $50,000 - $70,000