Job Details

Why Work at Horizon Wealth as a Client Services Specialist?

At Horizon Wealth, we’re more than a workplace—we’re a tight-knit, family-like team dedicated to delivering exceptional service to our clients. As a Client Services Specialist, you’ll join a small, cohesive unit where collaboration and camaraderie drive our success. Here’s why you’ll love being part of our team:

• Close-Knit Community: Our small team feels like a family, where every member is valued for their unique personality and strengths. We foster a supportive environment that celebrates individuality while working together as one cohesive unit.
• Shared Purpose: We’re united by a common goal—to achieve excellence for our firm and our clients. Your contributions will directly impact our clients’ financial well-being and the growth of our firm, making your role both meaningful and rewarding.
• Collaborative Hard Work: We thrive on teamwork, pooling our diverse talents to tackle challenges and deliver results. If you’re someone who loves rolling up your sleeves and working alongside others toward a greater good, you’ll fit right in.
• Everyone Has a Voice: At Horizon Wealth, every team member’s opinion matters. We value open dialogue and encourage everyone to share their ideas and perspectives, contributing to our ever-evolving firm. Your voice will help shape our future.
• Personal Growth: In our dynamic, family-like structure, you’ll have the opportunity to bring your strengths to the table, learn from others, and grow professionally in a supportive setting.

If you’re passionate about building strong client relationships and want to be part of a warm, driven team that feels like family, Horizon Wealth is the place for you. Join us, and let’s work together to create a brighter financial future for our clients!

Job Summary

The Client Services Specialist is a pivotal member of our team, serving as the primary point of contact for clients and working closely with financial advisors to help clients achieve their long-term financial goals. As the first voice clients hear on the phone and the first face they see in person, you will deliver exceptional, personalized service to build strong, lasting relationships. Your role involves managing client inquiries, anticipating their needs, and providing seamless operational support to ensure a positive client experience. By actively listening and collaborating with advisors, you’ll identify opportunities to address client challenges before they arise, playing a critical role in supporting client accounts and facilitating effective communication. The ideal candidate is detail-oriented, proactive, and passionate about client success.

Key Responsibilities

• Client Engagement: Deliver personalized, high-quality service through phone, email, and in-person interactions, addressing inquiries about accounts, investments, and financial services. Actively listen to identify clients’ evolving needs and opportunities for additional services.

• Account Management: Support account openings, transfers, and updates, ensuring accuracy and compliance with regulatory requirements.

• Collaboration and Coordination: Partner with financial advisors to prepare tailored solutions, schedule appointments, and organize client meeting materials. Assist with marketing initiatives, including planning and executing client events.

• Documentation and Compliance: Maintain precise client records, process paperwork, and ensure all documentation adheres to firm policies and industry regulations. Stay informed about financial regulations to uphold legal and ethical standards.

• Problem Resolution: Proactively resolve client issues or escalate complex matters to appropriate team members, maintaining a positive and professional client experience.

• Administrative Support: Perform essential tasks such as data entry, report generation, and client communication management to support seamless firm operations.

Qualifications

• Education: Bachelor’s degree in finance, business, or a related field preferred.

• Experience: 3+ years customer service experience required. 2+ years of experience in client services, preferably within the financial services industry preferred but not required.

• Skills:

  • Strong interpersonal and communication skills, with a client-first mindset.

  • Proficiency in Microsoft Office (Excel, Word, Outlook) and CRM software.

  • Knowledge of financial products, such as investments, retirement accounts, or insurance, is a plus.

  • Ability to multitask, prioritize, and work in a fast-paced environment.

• Attributes: Detail-oriented, organized, proactive, and able to maintain confidentiality.

Benefits

• Competitive salary with performance-based bonuses.

• Health, dental, vision, and life insurance.

• Retirement savings plan with company match.

• Paid time off and holidays.