Client Service Specialist

Client Service Specialist
Location: McKinney, TX | Full-Time

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

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

Base Salary: $63,000 – $70,000 (commensurate with experience) – exempt

• With bonus potential

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

Equal Opportunity Employer
Calander Wealth is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.