What are the responsibilities and job description for the Client Service Associate position at Service Specialists Ltd?
Client Service Associate
Jackson, MS | $45,000–$55,000
Service Specialists recruiting agency is partnering with a well-established, relationship-driven financial services firm in Jackson seeking a highly organized and client-focused Client Service Associate. This individual will play a key role in supporting advisors and ensuring a seamless, high-touch client experience. This is a great opportunity for someone who thrives in a fast-paced, detail-oriented environment and enjoys being the backbone of a team.
What You’ll Do
- Serve as a primary support partner to advisors and the client services team
- Open and maintain client accounts (advisory, brokerage, insurance, etc.)
- Process account updates including beneficiary changes, contact updates, and general maintenance
- Assist with client transactions such as distributions, deposits, wires, and ACH requests
- Support Required Minimum Distributions and systematic account setups
- Monitor custodial alerts and resolve account issues (NIGO items)
- Communicate trading-related requests to internal teams
- Prepare and send client correspondence with accuracy and professionalism
- Maintain detailed client records across systems (Salesforce, Orion, Egnyte, etc.)
- Assist with scheduling, client meetings, and general office operations
- Track, document, and follow up on client and internal requests
- Contribute to process improvements and overall operational efficiency
What We’re Looking For
- Strong attention to detail and ability to juggle multiple priorities
- Excellent communication and interpersonal skills
- A true service mindset with a desire to support clients and team members
- Highly organized with strong time management skills
- Problem-solver who can think critically and proactively
- Comfortable learning and using multiple systems and technologies
Preferred Background
- Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent experience)
- 2–3 years of experience in a professional office or financial services environment
- Experience with tools such as Salesforce, Orion, or similar platforms is a plus
Why This Role
- Join a collaborative, team-oriented environment
- Gain exposure to wealth management operations and client strategy
- Opportunity for long-term growth and development
- Be part of a firm that values precision, service, and relationships
For purposes of confidentiality, you can apply by emailing sfields@servicespecialistltd.com.
Salary : $45,000 - $55,000