Client Service Specialist Job Description

Many people reach this seat after a stint as a Client Service Adviser, and the usual next step is Client Service Manager or Client Manager. The step up rewards precision. In wealth management and insurance broking, the Specialist is responsible for the accuracy of client records behind high-net-worth accounts and large corporate insurance programs, where each form, signature, and transfer is subject to compliance review and regulations such as Sarbanes-Oxley. Its value shows in the confidence advisors and client managers place in its follow-through.

You will own the service experience of assigned wealth and insurance clients, serving as the Client Service Specialist who keeps every request accurate, compliant, and on schedule for the advisors who hold those relationships. Day-to-day, the Specialist works alongside Wealth Advisors and back-office operations within a client service team, reporting to a Client Service Manager.

Career Impact: A record of compliant servicing in wealth management or insurance broking carries weight with regulated employers.

Business Impact: Accurate new business paperwork and compliant transfers mean high net worth clients see their rollovers and deposits processed without rework or regulatory exceptions.

Growth Opportunity: Supporting onboarding, account transfers, and revenue recommendations on allocated accounts builds the judgment needed to run a client book independently.

Company Value: Firms with a continuous improvement culture let Specialists put forward process ideas and see them implemented.

• Coordinate client meetings for assigned advisors, including scheduling, agendas, meeting summaries, and follow-up correspondence with clients.
• Prepare new business paperwork, obtaining required signatures and tracking insurance applications through to successful submission.
• Validate that client requests and account documentation adhere to compliance requirements and internal business procedures.
• Liaise with internal operations, custodians, and insurers to fulfill client requests, transfers, and new account setups.
• Monitor client deposits, money movement, and system records, researching discrepancies with back office partners to maintain data integrity.
• Support advisors with financial plan preparation, investment research, and completion of trades and transactions.
• Identify revenue opportunities and insurance program improvements on allocated accounts, recommending actions to Client Managers.
• Mentor junior team members on technical and process knowledge to strengthen service standards across the location.

• Bachelor's degree in business, finance, or a related field, or equivalent work experience.
• 2 or more years of client service experience, with exposure to financial services or insurance operations.
• Excellent written and verbal communication skills for working with clients and colleagues at all organizational levels.
• Strong attention to detail and accuracy when preparing client documentation, forms, and financial records.
• Organization and time management skills to prioritize multiple client requests and advisor needs while meeting deadlines.
• Working knowledge of regulatory and compliance requirements governing client accounts, paperwork, and transactions in financial services.
• Proficiency with office productivity software and client record systems, including accurate data entry and updates.
• Ability to build positive working relationships with clients, advisors, and external partners such as insurers and custodians.

• ACII, CFP eligibility, or a Notary designation relevant to insurance or wealth management client servicing.
• Experience handling large corporate clients and global insurance programs, including risk and program design recommendations.
• Familiarity with client relationship management systems for logging client meetings, service requests, and follow-up activity across advisor teams.
• Strong math and analytical skills for supporting financial plans, investment research, and trade processing.

• New business paperwork first-pass acceptance rate (%), showing submissions clear review without rework.
• Client request turnaround time in business days, measuring how quickly requests are fulfilled.
• Compliance exceptions per audit (count), tracking documentation accuracy against regulatory and internal standards.
• Data error rate in client records (%), reflecting how well system integrity is maintained.
• Revenue opportunities recommended per quarter (count), showing account insight shared with Client Managers.

• Base Salary Range: $45,000 to $65,000 per year, depending on market and licensing
• Bonus: Annual discretionary bonus, typically 3% to 8% of base salary
• Equity: Rarely offered; some firms provide employee stock purchase plans
• Health Benefits: Medical, dental, and vision coverage, often with HSA or FSA options
• PTO: 15 to 20 days of paid time off plus paid holidays
• Common Perks: 401(k) match, tuition and licensing exam reimbursement, hybrid schedules at some firms

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Offers of employment depend on the successful completion of a background check, which for client-facing financial services roles may include a review of credit history. Candidates must be authorized to work in the United States. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected under federal, state, or local law. Reasonable accommodations under the ADA are available on request.

The Client Service Specialist owns long-term relationships with assigned digital advertising clients, making sure requested products and services arrive on time while client needs reach the proper service production departments. Reporting to upper management and working with the Account Managers, the Client Service Specialist helps existing accounts grow through budget oversight and cross-selling.

Key Responsibilities

• Act as a liaison between the client and "service production" departments within the company to convey information and ensure understanding regarding the DA/PM areas.
• Operate as the point of contact and maintain long-term relationships with assigned customers.
• Make sure clients receive requested products and services in a timely fashion.
• Effectively communicate client needs and demands to the proper departments and coordinate delivery of services.
• Keep track of and forecast client account transactions and metrics.
• Make the client aware of other services and actions that may lead to greater success, in collaboration with the Account Managers.
• Identify opportunities to grow business with existing clients, via up-selling and/or cross-selling.
• Service multiple clients concurrently, meeting deadlines.
• Monitor the client's budget, explaining costs, and proposing new terms in agreement with the Account Managers.
• Provide progress reports to clients and upper management.

Required Qualifications

• University degree in Communication, Digital Marketing, or similar.
• Minimum of 2 years of expertise in Digital Advertising or Performance Marketing.
• Good experience in Digital Marketing operations and Ads.
• Strong knowledge of advertising platforms and tools.
• Working knowledge of reporting tools (Google Ad Manager / Analytics, Facebook Ads Manager).
• Basic knowledge of CMS (WordPress, Shopify, etc.) is considered an asset.
• Committed to a client-centric, empathetic, professional approach.
• Good problem-solving and team player attitude.
• Ability to work under pressure and meet deadlines.
• Ability to translate technical explanations to non-technical client contacts.
• Solid analytical and out-of-the-box thinking.
• Fluency in Greek and English, written and spoken, and good communication skills.

Embedded within a financial advisory team, the Client Service Specialist delivers first-line service to advisory clients, from new business paperwork and insurance applications to compliant marketing events. Working closely with the advisors on financial plans, investment research, and trades, the Client Service Specialist keeps client correspondence and money movement accurate, sustaining a high level of client satisfaction.

Core Functions

• Assist advisors in preparing financial plans, conducting investment research, and completing trades and transactions.
• Prepare and summarize client meetings: scheduling and confirming meetings, Salesforce entry, preparing the agenda and summary of meetings, and providing necessary follow-up.
• Prepare and ensure new business paperwork is successfully submitted, including preparing forms, obtaining appropriate signatures, monitoring new insurance applications and conditions, and coordinating rollovers.
• Prepare for and coordinate marketing events: creating marketing compliance documentation, implementing the event, and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisors' phone, preparing routine client correspondence, support for closes, setting up client files, copying and new business correspondence and alerts, and money movement.

Qualifications & Experience

• College degree or equivalent.
• 2 to 4 years of relevant experience required.
• Experience working in a client service environment providing high-level client service.
• Strong attention to detail, math, and analytical skills.
• Strong computer and software skills.
• Exceptional communication skills, both verbal and written, and the ability to communicate with all levels within the organization.
• Good organization and time management skills.
• Able to manage multiple priorities, prioritize effectively, and work independently with minimal supervision.
• Able to work with a team, with a process-oriented approach.

Reporting to the Wealth Management team, the Client Service Specialist owns day-to-day operations and administrative support for one or more Wealth Advisors serving high-net-worth clients. Partnering with back-office operations and custodians, the Client Service Specialist makes sure client requests stay compliant and data stays accurate across systems, shaping a dependable client experience.

Primary Duties

• Provide day-to-day operations and administrative support for one or more Wealth Advisors, including answering inbound calls and email requests, scheduling, and gathering client data for ongoing service processes.
• Ensure all paperwork and procedures for client requests are completed and adhere to compliance requirements.
• Coordinate with internal operations departments to ensure client requests are fulfilled.
• Manage client deposits for high net worth clients.
• Maintain data integrity across all systems and update as necessary.
• Research client issues in cooperation with back office operations partners.
• Onboard new clients, process transfer paperwork, and set up new accounts while coordinating with the wealth management team, custodians, and the platform provider.

Skills & Qualifications

• High School diploma, with a Bachelor's degree highly preferred.
• Notary designation a plus.
• CFP designation, or eligibility to pursue it.
• 2 to 4 years of job-related experience.
• Experience in the financial services industry required.
• Prior experience working in an office environment with a customer service focus helpful.
• Strong MS Word, Excel, and Outlook skills required; experience using a CRM system (Salesforce) is a plus.
• Ability to prioritize while maintaining client focus and demonstrating attention to detail.
• Comfort collaborating and building positive relationships internally with co-workers and externally with clients and business vendors.
• Excellent verbal and written communication skills are a must.
• Strong desire for continuous self-learning and professional growth.

Sitting at the intersection of customer service and technical support, the Client Service Specialist owns the resolution of technical customer issues on healthcare and financial applications, with each open incident documented from problem to next steps. Operating across Customer Service and other departments, the Client Service Specialist manages incident escalation and sensitive customer situations, giving end users clear technical answers and realistic expectations.

Duties

• Answer phone calls and emails from customers in a professional and courteous manner.
• Resolve technical customer issues in an effective and expedient manner.
• Create and maintain case documentation in the company's CRM for open customer incidents, including a complete description of the problem, what actions have been taken, customer impact, and next steps.
• Perform root-cause analysis, develop logical conclusions, and suggest appropriate workarounds.
• Manage escalation of incidents within Customer Service and to other departments.
• Set customer expectations and manage sensitive customer situations.
• Effectively communicate technical information to end users.

Requirements

• Bachelor's degree required.
• Prior internship or professional experience in a customer-facing position preferred.
• Basic knowledge of healthcare or financial applications is preferred.
• Ability to apply analytical techniques to solve problems.
• Excellent organizational skills in managing timelines for customer issue resolution.
• Effective communication between all levels and departments.
• Capacity to function and multitask.

A key member of the Client Service Manager's team, the Client Service Specialist delivers the highest level of service to assigned insurance clients, acting as the day-to-day contact for larger, more technical accounts. Collaborating across Client Managers, Client Directors, and Insurers, the Client Service Specialist brings forward risk program improvements and revenue opportunities that strengthen each client account.

Functions

• Work with Client Managers and Client Directors to ensure the highest level of service to each assigned Client.
• Act as the day to day contact for larger, more technical clients, carrying out the Client Service Adviser role.
• Establish and develop effective working relationships with Insurers and, where appropriate, differentiate for the Client the cover, service and industry knowledge that a specific Insurer could deliver.
• Identify improvements in Client risk and insurance programme design and make recommendations to Client Managers and Client Directors on actions necessary to achieve this.
• Identify revenue opportunities on allocated Client accounts and make recommendations to Client Managers and Client Directors.
• Fully support and assist the Client Service Manager in developing a continuous improvement culture and facilitate the development and implementation of ideas for improvement.
• Provide technical support to Business Developers in new business prospecting.
• Work in accordance with the company's Risk Management Framework and policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company.
• Comply with regulatory and other standards as directed by line management, including the creation of accurate documentation, invoicing, technical audits, etc.
• Understand and comply with ICOB rules, Sarbanes-Oxley, and company business procedures.
• Update company systems per agreed parameters.
• Act as a mentor and coach for team members regarding the development of their technical and process knowledge.
• Fully influence the development of a service culture within the location and work with CSAs, the location management team, and clients to achieve this.

Experience & Qualifications

• ACII or equivalent is preferred.
• Experience working with global insurance programmes.
• Experience handling large corporate clients.
• Strong technical knowledge in all major and pecuniary classes.
• Strong knowledge of the company's products, services and systems.
• Good negotiating, listening and communication skills.
• Ability to stay adaptable, focused and self-disciplined.

Reliable service delivery for large employer and group client accounts depends on the Client Service Specialist, who builds corporate relationships and manages ongoing contract service for one or more accounts. Serving as the primary point of contact within the managed care environment, the Client Service Specialist works with the assigned Account Executive on renewals, implementations, and new business.

Accountabilities

• Manage ongoing contract relationships and service delivery to clients for one or more accounts.
• Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) and large or complex accounts.
• Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery.
• Represent client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needs.
• Manage calendars, coordinate travel, and prepare expense reports.
• Prepare meeting materials and assist with the development of PowerPoint presentations.
• Schedule and set up resources and technology needed for meetings and events, e.g., conference rooms, catering, WebEx, etc.
• Establish multiple corporate relationships, both with internal and external clients.
• Work with the assigned Account Executive and other team members on client renewals and new business.
• Research claims and member inquiries as needed.
• Assist in the development of client-specific implementation plans and manage overall client implementations, including but not limited to approval by the client of Plan Materials.
• Assist in client training and set up for remote system access and reporting.
• Participate in sales preparation meetings and finalist sales presentations as necessary.
• Escalate client concerns when appropriate in a clear and effective manner.

Technical Qualifications

• Bachelor's degree (or higher) or High School Diploma/GED (or higher) with 10 or more years of work experience.
• 2 or more years of client account management experience.
• 1 or more years of claims processing experience and project management experience.
• Advanced knowledge of the healthcare industry, products and services, and the managed care environment.
• Working knowledge of internal processes and resources such as claims, eligibility, accounting, contract, and underwriting.
• Strong computer skills including word processing, database management, and spreadsheet applications.
• Experience with Microsoft Word (create and modify documents), Excel (sort, filter, enter data, use basic formulas), and PowerPoint (create and edit presentations).
• Experience using Microsoft Teams and/or Webex.
• Superior customer service and negotiation skills.
• Strong verbal and written communication and presentation skills.
• Strong organizational and project management skills.
• Ability to work onsite and full-time, including the flexibility to work occasional overtime given the business need.