Client Service Specialist

Location: Pasadena, CA
Employment Type: Full-Time
Compensation: $75,000-$100,000 Base Salary + Target Bonus Opportunity (approximately 15%)

Position Summary

A highly respected wealth management firm is seeking an experienced Client Service Specialist to support high-net-worth individuals, families, and institutional clients. This position partners closely with advisors and investment professionals to deliver exceptional client service, account administration, reporting, and relationship support. The ideal candidate is proactive, highly organized, detail-oriented, and experienced working with affluent clients in a wealth management, trust, private banking, or investment advisory environment.

Key Responsibilities

Client Relationship Management

• Serve as a primary point of contact for client service requests.
• Build strong relationships with clients and internal advisory teams.
• Coordinate communications with custodians, attorneys, accountants, and other financial professionals.
• Provide timely updates and follow-up on client requests and account activity.

Account Administration

• Support new account onboarding and account maintenance.
• Process account transfers, money movements, beneficiary updates, and account changes.
• Assist with trust, estate, and multi-generational account administration.
• Monitor account alerts and ensure timely resolution of outstanding items.

Reporting & Advisor Support

• Prepare client reports, presentations, and meeting materials.
• Coordinate calendars, meetings, and correspondence for advisors.
• Support monthly and quarterly reporting processes.
• Assist advisors with meeting preparation and client follow-up activities.

CRM & Operations

• Maintain accurate client records and documentation.
• Manage client information within CRM and portfolio reporting systems.
• Assist with reconciliations, operational processes, and workflow management.
• Identify opportunities to improve service processes and operational efficiency.

Compliance & Documentation

• Ensure adherence to regulatory requirements and internal procedures.
• Maintain confidential client information.
• Support audits, documentation reviews, and compliance initiatives.
• Keep client files organized and current.

Qualifications

• Bachelor's degree or equivalent experience.
• 5+ years of experience in wealth management, private banking, trust administration, or financial services.
• Experience supporting high-net-worth client relationships.
• Strong understanding of investment accounts, trusts, estates, and wealth management operations.
• Experience with CRM and portfolio reporting systems.
• Strong Microsoft Office skills.
• Excellent communication, organizational, and problem-solving abilities.
• Ability to manage multiple priorities while maintaining accuracy and professionalism.

Preferred Experience

Wealth Management
Registered Investment Advisor (RIA) Environment
Private Banking
Trust Administration
High-Net-Worth Client Service
Salesforce CRM
Orion Portfolio Reporting System