What are the responsibilities and job description for the Customer Service Specialist position at Prime Capital Financial of Reno-Tahoe?
Company Description Prime Capital Financial of Reno-Tahoe, formerly Cornerstone Comprehensive Wealth Management, is a Northern Nevada–based wealth management firm that has upheld the fiduciary standard for over 20 years. The firm focuses on helping clients reach their financial goals by minimizing risk, reducing taxes, and creating stable, predictable income. In a complex investment landscape, Prime Capital Financial emphasizes trustworthy, guidance-based comprehensive planning that goes beyond traditional investing. Through diversified portfolios, institutional investment solutions, tax reduction strategies, and estate and legacy planning concepts, the team is committed to supporting clients on a path toward stress-free financial freedom. Prime Capital Financial operates as part of Prime Capital Investment Advisors, LLC, a federally registered investment adviser.
Role Description The Customer Service Specialist is a full-time, on-site role based in Reno, NV. This position is responsible for responding to client inquiries via phone, email, and in person, ensuring timely, accurate, and professional communication. The specialist will manage incoming calls, schedule appointments, support account servicing requests, and provide clear information about firm processes and services. Daily activities include maintaining detailed client records, coordinating with advisory and operations teams, and following established procedures to resolve issues and enhance the overall client experience. The role also involves proactively identifying opportunities to improve service, supporting client events or meetings, and upholding the firm’s standards of confidentiality, accuracy, and client care.
Qualifications
Role Description The Customer Service Specialist is a full-time, on-site role based in Reno, NV. This position is responsible for responding to client inquiries via phone, email, and in person, ensuring timely, accurate, and professional communication. The specialist will manage incoming calls, schedule appointments, support account servicing requests, and provide clear information about firm processes and services. Daily activities include maintaining detailed client records, coordinating with advisory and operations teams, and following established procedures to resolve issues and enhance the overall client experience. The role also involves proactively identifying opportunities to improve service, supporting client events or meetings, and upholding the firm’s standards of confidentiality, accuracy, and client care.
Qualifications
- Strong customer service and customer support skills, with a focus on building trust and rapport.
- Ability to enhance customer satisfaction and customer experience through attentive, solution-oriented interactions.
- Professional phone etiquette and clear verbal and written communication skills.
- Organizational skills, attention to detail, and proficiency with office software and CRM systems.
- Previous experience in financial services, banking, or a client-facing professional environment is preferred.
- Ability to work on-site full time in Reno, NV, manage multiple tasks, and collaborate effectively with team members.
- High school diploma or equivalent required; post-secondary education in business, finance, or a related field is a plus.