Client Service Specialist in Clifton Park, New York at Holistic Wealth Advisors

About Holistic Wealth Advisors

At Holistic Wealth Advisors, we believe that wealth extends beyond finances - it’s about aligning your financial resources with your values and life goals. Our firm takes a personalized, comprehensive approach to wealth management, empowering clients to achieve financial confidence and well-being.

About the Role

Join our team as a Client Service Specialist and play a vital role in delivering outstanding client experience and providing essential support to our firm's operations. This dynamic position offers the chance to engage with clients, support our team, and make a meaningful impact every day.

Salary $65,000 to $90,000 commensurate with experience

Why You'll Love Working Here:

· Empower Clients: Provide clients with unparalleled service that exceeds their expectations.

· Professional Growth: Gain valuable experience and skills in financial services, with opportunities for further education and certifications.

· Collaborative Environment: Work alongside a dedicated team that values your input and encourages professional development.

What You’ll Do

· Coordinate and manage client documentation from start to finish, including gathering required forms, tracking submissions, and ensuring accuracy and compliance.

· Maintain well-organized and up-to-date client records in accordance with regulatory and firm standards.

· Deliver a high level of client service by proactively identifying needs and providing thoughtful, solutions-oriented support.

· Prepare meeting materials and reports to support advisors and enhance client interactions.

· Process and monitor requests from custodians and strategic partners with precision and timeliness.

· Build and maintain strong working relationships with internal teams and external partners.

· Support compliance efforts by adhering to regulatory requirements and firm policies in all client-related activities.

Who You Are

· A proactive and resourceful professional who is eager to learn, problem-solve, and take ownership of tasks.

· A meticulous thinker, who is willing to ask probing questions, recognizing that the details in our business are critical to ensuring long-term success.

· A strong communicator, able to anticipate client needs and deliver clear, thoughtful recommendations.

· A patient learner, understanding that mastery of wealth advisory skills and business development takes time and mentorship.

· A thorough and detail-oriented person, willing to own mistakes and recognize that growth happens through trial and error.

Qualifications

· Bachelor’s degree required, preferably in Finance, Financial Planning, Economics, or a related field.

· 3+ years of experience in investment/wealth management sector, with experience supporting advisory operations

· Proficiency in MS Outlook, Word, and Excel; CRM software experience.

· Exceptional attention to detail, proactive problem-solving abilities, and excellent time management skills.

· Series 65 or 66 is preferred.

· Excellent organizational skills, including managing calendars, appointments, and client records.

· Self-motivated and capable of working independently, taking ownership of tasks with confidence.

Why Join Us?

Health & Wellness

· Medical, dental, and vision insurance

· Health savings account (HSA) & flexible spending account (FSA) options

· Employer-paid life insurance & disability coverage

· Mental health support & employee assistance program (EAP)

Financial Benefits

· Competitive salary with performance-based bonuses

· 401(k) plan with company match

· Professional development reimbursement

Work-Life Balance

· Generous paid time off (PTO) & paid holidays

· Paid parental leave

· Summertime hours

Career Growth & Development

· Ongoing training, mentorship, and career advancement opportunities

· Tuition reimbursement & certification support