About The Role

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.

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

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