What are the responsibilities and job description for the Client Service Specialist position at Capital Management Group?
Join Our Team at CMG
Position Title: Client Service Specialist
Location: Pearl River, NY 10965
Hours: Monday – Friday, 9:00 AM – 5:00 PM
Department: Service Team
Reports To: Director of Client Service
Salary Range: $65,000 – $85,000
About the Role
As a Client Service Specialist at CMG, you’ll play a key role in delivering exceptional service to our clients and supporting our advisors. This position is central to our mission of providing high-quality financial guidance and operational excellence. You’ll work cross-functionally to ensure smooth execution of service initiatives and contribute directly to the firm’s strategic goals.
Key Responsibilities
- Manage a dynamic workflow of client and advisor service tasks with accuracy and timeliness.
- Prepare and process forms, collect documentation, and maintain clear client communication.
- Provide administrative and operational support to advisors and internal teams.
- Collaborate across departments on firm-wide projects, including seasonal initiatives like tax season and client transitions.
Qualifications
- Licensing: Series 7 and/or Series 65 preferred; Life & Health Insurance License is a plus.
- Experience: Prior experience in financial services or client-facing roles is highly desirable.
Preferred Skills
- Exceptional organizational skills with the ability to manage multiple priorities.
- Strong written and verbal communication across all levels of business.
- Professional demeanor with integrity, reliability, and a strong work ethic.
- Ability to thrive in a fast-paced, evolving environment.
Why CMG?
We’re a collaborative, client-focused firm committed to excellence in financial services. Join a team where your contributions are valued, your growth is supported, and your work makes a meaningful impact.
Job Type: Full-time
Pay: $65,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Education:
- Associate (Preferred)
Experience:
- Microsoft Office: 3 years (Preferred)
- Financial services: 3 years (Preferred)
Work Location: Hybrid remote in Pearl River, NY 10965
Salary : $65,000 - $85,000