# Client Service Specialist

**Company:** [Jambalaya Group](null/companies/u2aCc74X936VMFeq9WZDER.md)
**Location:** McKinney, United States
**Workplace:** hybrid
**Employment type:** Full-time
**Department:** Kim

[Apply for this job](null/view/e947293c-1a56-46a0-bf6f-4b77d8344df8)

## Description

Calander Wealth, a growing and high-performing advisory practice, is seeking an experienced Client Service Specialist to join the team. This role is designed for a professional who can step in with industry knowledge, deliver a high level of client service, and quickly integrate into an established, fast-paced environment.

This is an ideal opportunity for someone who thrives in a detail-oriented, client-facing role and is looking to grow within a practice that values operational excellence, team collaboration, and long-term development.

**About the Practice**  
Calander Wealth is a growth-focused advisory firm committed to delivering a seamless and high-quality client experience.

The culture is:

-   Fast-paced and execution-driven
-   Client-focused with a high standard of service
-   Collaborative, with strong internal accountability
-   Focused on continuous improvement and long-term growth

The team is seeking someone who is proactive, detail-oriented, and capable of contributing immediately while continuing to grow within the organization.

**Key Responsibilities**

**Client Service & Relationship Support**

-   Serve as a primary point of contact for client service needs
-   Deliver a high-touch, responsive client experience
-   Build trust with clients through professionalism and follow-through

**Account Management & Operations**

-   Process account opening, maintenance, and service requests
-   Coordinate with custodians and internal partners to resolve client needs
-   Ensure accuracy and timeliness across all client transactions

**Meeting Preparation & Execution**

-   Prepare client meeting materials and documentation
-   Manage follow-ups and ensure completion of action items
-   Support advisors with both pre- and post-meeting workflows

**Systems & Data Management**

-   Maintain accurate and up-to-date client records within CRM systems
-   Assist with financial planning documentation and processes as needed
-   Ensure compliance with firm and regulatory standards

**Equal Opportunity Employer**  
Calander Wealth is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.

## Requirements

**Ideal Candidate Profile**

**Required Qualifications**

-   **3+ years of experience in financial services client service or operations**
-   Strong understanding of wealth management workflows and client lifecycle
-   Experience working within CRM systems (Salesforce/Ameriprise preferred)

**Preferred Qualifications**

-   **FINRA licenses (Series 7 and/or 66 strongly preferred or willingness to obtain)**
-   Experience within a financial advisory or wealth management practice
-   Familiarity with financial planning tools (e.g., MoneyGuide)

**Professional Strengths**

-   Exceptional attention to detail and organizational skills
-   Strong interpersonal and client-facing communication abilities
-   Ability to manage multiple priorities in a fast-paced environment
-   Proactive, self-directed, and solutions-oriented
-   Team-oriented with a desire to grow within the firm

## Benefits

**Compensation & Benefits**

We offer a competitive benefits package designed to support your health, financial well-being, and work-life balance:

-   Base Salary: $63,000 – $70,000 (commensurate with experience) – exempt

-   bonus potential

-   Health Benefits (eligible after 60 days)

-   $300/month employer contribution toward medical coverage (when enrolled in company plan)

-   Dental and vision insurance
-   Life insurance, Short-Term Disability (STD), and Long-Term Disability (LTD)
-   Tax-Advantaged Accounts

-   Flexible Spending Account (FSA) options
-   Dependent Care FSA (up to $5,000 pre-tax annually)

-   Retirement

-   Safe Harbor 401(k) with employer contribution (eligible after 6 months)

-   Time Off

-   Two (2) weeks of Paid Time Off (PTO)
-   Thirteen (13) paid holidays annually

Additional Considerations:

-   Opportunity for increased responsibility and role progression over time
-   Exposure to financial planning and advisory processes
-   Work Environment: Hybrid potential based on experience
-   In-office collaboration Monday–Thursday
-   Remote flexibility on Fridays
-   Remote consideration for candidates with strong industry or Ameriprise experience