$80,000-90,000
Bascom & Camden, San Jose, CA 95008, USA
Senior Client Service Specialist Location: San Jose, CA Hours: 8:30 AM – 5:00 PM, Monday-Friday Are you looking to grow your career in financial services while working in a collaborative, family-oriented environment? At our firm, we blend the stability of a nationwide company with the personal touch of a close-knit team. If you're detail-oriented, proactive, and passionate about delivering an exceptional client experience, this role may be right for you. What You’ll Do: As a Senior Client Service Specialist, you’ll be the go-to person for both clients and advisors, ensuring a smooth and professional experience. Your role will be dynamic, combining administrative expertise, client service, and operational support. ✔ Be the first point of contact – answer client inquiries and assist with account-related requests ✔ Manage scheduling and logistics for meetings between clients and advisors ✔ Process paperwork and service requests with precision and efficiency ✔ Maintain client files and support back-office operations ✔ Engage in proactive client outreach to strengthen relationships ✔ Assist with client events and special projects ✔ Collaborate with the team to enhance the client experience What We’re Looking For: ✔ Financial services experience ✔ Strong organizational & time management skills – you thrive in a fast-paced environment ✔ Tech-savvy mindset – experience with CRMs (Salesforce preferred) and Microsoft Office ✔ Outstanding communication skills – both written and verbal ✔ Proactive problem solver – you take initiative and think independently ✔ Ability to travel occasionally to support other locations ✔ Military experience? We value your skills! Why Join Us? Be part of a firm that values growth, teamwork, and client success. Enjoy a supportive, professional environment with opportunities to expand your role.Work closely with experienced advisors and gain valuable industry knowledge. This is a full-time, in-office position where you’ll have the opportunity to make a real impact.