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Client Services Specialist - for wealth management firm

Ultimate Staffing Westlake Village, CA
  • Expired: over a month ago. Applications are no longer accepted.

The Client Services Specialist plays a critical role in both the front & back office operations. With responsibility for being the first point of contact for clients and associates in the front office, the Client Services Specialist must maintain a professional demeanor and focus on a high level of customer service. Playing a large role in account processing and maintenance, the Client Services Specialist must have a keen attention to detail, sharp pattern recognition, and excel in organization & prioritization. This team member is pivotal in ensuring that every client, prospect, and associate has a platinum level experience every time they interact with wealth management partners on behalf of the firm. Some background in various insurances (life), finance, exposure to asset management or banking will be useful in this position.


□ At desk, productively working by start of scheduled shift

□ Communicates additional needs (i.e. training) to manager

□ Commitment to & consistent focus on excellence

□ Ambition for growth

□ Adaptability to change


• Computer savvy

• Excellent interpersonal skills

• Proficient in Microsoft Office Suite (including Outlook)

• Familiar with a paperless office & electronic filing systems

• Excellent organizational and time management skills

• Keen attention to detail and pattern recognition

• Ability to manage multiple tasks while operating within tight deadlines


□ Investment and/or insurance industry experience

□ Salesforce knowledge/proficiency

Ultimate Staffing

Why Work Here?

Great experience in a fast pace environment with up beat team!

We are an equal opportunity employer and make hiring decisions based on merit. Recruitment, hiring, training, and job assignments are made without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, or any other protected classification. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.


Westlake Village CA
Westlake Village, CA