Client Service Specialist

Calander Wealth, a growing and high-performing advisory practice, is seeking an experienced Client Service Specialist to join the team. This role is designed for a professional who can step in with industry knowledge, deliver a high level of client service, and quickly integrate into an established, fast-paced environment.

This is an ideal opportunity for someone who thrives in a detail-oriented, client-facing role and is looking to grow within a practice that values operational excellence, team collaboration, and long-term development.

Please do not contact the practice directly.

About the Practice

Calander Wealth is a growth-focused advisory firm committed to delivering a seamless and high-quality client experience.

The culture is:

• Fast-paced and execution-driven
• Client-focused with a high standard of service
• Collaborative, with strong internal accountability
• Focused on continuous improvement and long-term growth

The team is seeking someone who is proactive, detail-oriented, and capable of contributing immediately while continuing to grow within the organization.

Key Responsibilities

• Client Service & Relationship Support
• Serve as a primary point of contact for client service needs
• Deliver a high-touch, responsive client experience
• Build trust with clients through professionalism and follow-through
• Account Management & Operations
• Process account opening, maintenance, and service requests
• Coordinate with custodians and internal partners to resolve client needs
• Ensure accuracy and timeliness across all client transactions
• Meeting Preparation & Execution
• Prepare client meeting materials and documentation
• Manage follow-ups and ensure completion of action items
• Support advisors with both pre- and post-meeting workflows
• Systems & Data Management
• Maintain accurate and up-to-date client records within CRM systems
• Assist with financial planning documentation and processes as needed
• Ensure compliance with firm and regulatory standards
• Equal Opportunity Employer
• Calander Wealth is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.

Requirements

• Ideal Candidate Profile
• Required Qualifications
• 3+ years of experience in financial services client service or operations
• Strong understanding of wealth management workflows and client lifecycle
• Experience working within CRM systems (Salesforce/Ameriprise preferred)

Preferred Qualifications

• FINRA licenses (Series 7 and/or 66 strongly preferred or willingness to obtain)
• Experience within a financial advisory or wealth management practice
• Familiarity with financial planning tools (e.g., MoneyGuide)
• Professional Strengths
• Exceptional attention to detail and organizational skills
• Strong interpersonal and client-facing communication abilities
• Ability to manage multiple priorities in a fast-paced environment
• Proactive, self-directed, and solutions-oriented
• Team-oriented with a desire to grow within the firm

Additional Considerations:

• Opportunity for increased responsibility and role progression over time
• Exposure to financial planning and advisory processes
• Work Environment: Hybrid potential based on experience
• In-office collaboration Monday–Thursday
• Remote flexibility on Fridays
• Remote consideration for candidates with strong industry or Ameriprise experience