Client Service Specialist

About us

Shine Wealth is a leading financial services firm dedicated to helping people confidently give, grow, and SHINE by making great decisions with their money. We are committed to empowering our clients with comprehensive financial planning services, enabling them to achieve financial freedom and personal fulfillment.

We go beyond traditional investment services. Our expertise lies in creating values-based financial plans that connect generations. We don't just provide advice. We ask questions, listen, and genuinely care about clients’ financial well-being wholistically. We also encouraging giving through simplifying and coordinating the complexities of estate, tax, and finance. We believe in the power of giving and doing our part to improve our world and inspire clients to do the same.

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About Us

Shine Wealth is a financial services firm dedicated to helping people confidently give, grow, and live with purpose by making smart decisions with their money. We deliver comprehensive, values-based financial planning that connects generations and brings clarity to complex financial lives.

We go beyond traditional investment services. We ask thoughtful questions, listen closely, and partner with clients to align their financial resources with what matters most. Our team values ownership, integrity, and continuous improvement—and we take pride in delivering exceptional client experiences.

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Job Description:

Client Service Specialist (Licensed)

• The Client Service Specialist plays a critical role in delivering a seamless, high-touch client experience. This position is responsible for managing complex service requests, executing account activity accurately and efficiently, and proactively supporting advisors and clients.
• This is a licensed service role requiring financial services experience, sound judgment, and the ability to operate independently while contributing to a collaborative service team. The ideal candidate takes ownership, anticipates needs, and consistently delivers reliable, “wow-level” service.

Key Responsibilities

Client Service & Communication

• Serve as a primary point of contact for client calls and emails, including complex or time-sensitive requests
• Provide clear, accurate responses and coordinate with advisors or specialists as needed

Post-Meeting Execution

• Own follow-up from client meetings, ensuring all action items are completed accurately and on time
• Process paperwork, confirm resolutions, provide education, and finalize business

Account Administration

• Execute trades and manage money movement transactions
• Ensure accuracy, compliance, and timeliness in all account servicing activities

Client Experience Enhancement

• Identify and help execute exceptional client service moments that exceed expectations

Project & Process Support

• Lead and execute service-related projects that support firm initiatives
• Contribute ideas and improvements to enhance efficiency and service quality

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Required Qualifications

• 3–5 years of financial services or client service experience
• Active Series 7 and SIE; Series 63 or Series 66
• Understanding of account servicing, trades, and money movements
• Ability to work independently
• Excellent attention to detail and follow-through

Preferred

• Life, Accident & Health insurance license (or ability to obtain within 90 days)
• Experience with Salesforce or similar CRM platforms

Key Traits of a Successful Client Service Specialist

• Highly organized and detail-driven
• Confident communicator with clients and internal partners
• Strong time management and prioritization skills
• Proactive problem-solver who takes ownership
• Professional, polished phone and email presence
• Process-oriented with a continuous improvement mindset
• Comfortable operating within regulatory and compliance requirements
• Positive, team-first attitude with a desire to learn and grow

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Schedule

• Monday–Friday

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Additional Note

• Office location also available at 701 Carlson Parkway, Minnetonka, MN 55305

Job Type: Full-time

Base Pay: $32.00 - $42.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Vision insurance

Work Location: In person