What are the responsibilities and job description for the Client Service Specialist position at Spectrum Strategic Capital Management LLC?
Client Service Specialist (CSS)
Full-Time | In-Office | Corvallis, Oregon
$23.00-$26.00 per hour
Spectrum Strategic Capital Management is seeking an experienced Client Service Specialist (CSS) to support client service, account administration, and day-to-day operations within a boutique investment advisory and financial planning firm serving high-net-worth and institutional clients.
This is an execution-focused role for someone who takes ownership of client requests, manages workflows through completion, and values accuracy, responsiveness, and follow-through.
Responsibilities
- Manage new-client onboarding and account-opening workflows.
- Prepare account applications, agreements, and electronic-signature packages.
- Process client requests involving transfers, deposits, money movement, and account maintenance.
- Resolve Not In Good Order (NIGO) items and track outstanding requirements through completion.
- Maintain accurate client records and workflows within the firm’s Customer Relationship Management (CRM) and operating systems.
- Communicate with clients and prospects regarding documentation, processing updates, and routine service requests.
- Support quarterly reporting, billing, Required Minimum Distribution (RMD) monitoring, and special client-service projects.
- Identify opportunities to improve workflows and operational efficiency.
Qualifications
- Prior experience in financial services, investment advisory, wealth management, banking, insurance, office administration, or a similar professional client-service environment.
- Experience with client onboarding, account opening, asset transfers, money movement, or custodial service workflows preferred.
- Strong attention to detail, organization, and follow-through.
- Professional verbal and written communication skills.
- Ability to independently manage multiple workflows, deadlines, and client requests.
- Comfort learning and using custodial, reporting, CRM, and electronic-document systems.
- Ability to work full-time, in office, in Corvallis, Oregon.
Compensation & Benefits
- $23.00-$26.00 per hour, based on experience and qualifications.
- 401(k) retirement plan.
- Health, dental, and vision insurance.
- Disability and life insurance.
- Non-discretionary and discretionary bonus opportunities.
- Paid time off and paid holidays.
The ideal candidate is dependable, professional, client-focused, and comfortable taking direct ownership of assigned responsibilities in a high-touch advisory environment.
Pay: $23.00 - $26.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Relocation assistance
- Retirement plan
Work Location: In person
Salary : $23 - $26