What are the responsibilities and job description for the Client Service Specialist position at REDW and Careers?
- Join REDW – A Top Workplace in the Southwest!
With offices in New Mexico, Arizona, Oregon, and Oklahoma, we’re known not just for our professional excellence, but for our award-winning workplace culture — including accolades for Compensation, Remote Work, and Formal Training from AZCentral and The Albuquerque Journal.
✨ Position: Client Service Specialist (Phoenix, AZ or Albuquerque, NM)
The Client Service Specialist performs at the professional level to ensure effective and efficient day-to-day operations and delivery of quality financial planning services relating to the department and to REDW team members and service providers.
✔️ What You’ll Do
- Prepare new account openings and engagement letters.
- Facilitate client onboarding and partner with team to attain department objectives.
- Monitor progress of outstanding account openings and transfers including cost basis
- Liaise with custodian on client requests, wire transfers, and special needs.
- Research and resolve client issues.
- Operational requests as assigned.
- Quarterly billing for all percentage of assets and some fixed fee clients
- Maintain integrity of data aggregation system
- Monthly archiving of statements and confirmations.
- Prepare weekly, monthly, and quarterly reports for the department.
- Prepare allocable expense reports.
- Work with other team members to deliver an exceptional client experience.
- What You Bring
- Database management
- Account reconciliations
- Knowledge of Orion and Redtail software
- What Sets You Apart
- High school diploma or GED.
- Minimum 2 years of experience and/or coursework in accounting and/or operations.
- Experience in securities or banking industry (preferred).
- Why You’ll Love Working at REDW
- Salary range: $47,000-$70,000
- Final offer based on location, experience, skills, licensure, and business need
- Pay transparency is central to our commitment to equity and fairness
- Medical, Dental, Vision, Life, AD&D, and Disability Insurance
- HSA and FSA options
- 401(k) with employer match
- Monthly wellness reimbursements (e.g., gym, health apps, training)
- Flexible PTO, Paid Sick Time, and 10 paid holidays
- Access to REDW’s Spiirall learning platform
- Support for credentialing and licensure exams
- Personalized development resources and longevity awards
- Annual $150 work-from-home gear allowance
- Essential technology and tools provided
- Recognized for excellence in Compensation, Remote Work, and Training
- Committed to diversity, equity, and inclusion in all we do
REDW values diversity and is committed to equal opportunity in the workplace. We do not discriminate based on race, color, religion, gender, national origin, age, disability, sexual orientation, or any other protected status.
If you require a reasonable accommodation during the hiring process, please email us at redwrecruitingteam@redw.com.
Salary : $47,000 - $70,000