What are the responsibilities and job description for the Client Service Specialist position at Wealth Dimensions?
About Wealth Dimensions
As one of the region’s most established independent investment advisory firms, Wealth Dimensions has spent more than 30 years guiding clients with clarity and confidence. Founded with the vision of a true boutique firm, we remain dedicated to one mission: helping clients achieve what matters most by turning financial complexity into simplicity.
The Opportunity
We are seeking a polished, friendly, and highly organized Client Service Specialist to serve as the first point of contact for our clients. This role ensures a warm welcome, smooth appointment coordination, and a professional, well-managed office environment.
What You’ll Do
· Greet clients and manage phone calls with professionalism
· Schedule appointments and support Advisors and Client Services
· Maintain a clean, organized, and fully stocked office space
· Coordinate mailings, newsletters, and incoming/outgoing mail
· Update CRM records and file client documents securely
· Assist with events, document signing, and basic administrative tasks
What We’re Looking For
· Previous experience in a receptionist or administrative role
· Excellent communication and client service skills
· Strong attention to detail with a polished, professional presence
· Comfortable with Microsoft Office and learning new systems
· High integrity when working with confidential information
Why Wealth Dimensions
· A welcoming culture of empowerment, collaboration, and professional growth.
· Opportunities to shape how a nearly $2B firm communicates strategy to clients.
· Full benefits package, including: PTO and paid holidays, Medical, dental, and vision insurance
FSA, life insurance, and disability coverage, 401(k) with significant match
Work Location: In person