Client Services Specialist/Senior Client Services Specialist
$75,000–$95,000 year
Hybrid · Carlsbad, California, United States
Job Summary
Deliver client service and support for Schwab brokerage accounts, including standard and complex new account openings, onboard new clients with custodial paperwork and disclosures, maintain client and account records in CRM and portfolio management systems, and coordinate annual distributions. Perform data exports and ad-hoc analysis, contribute to process improvements, and participate in training new team members. The role requires strong communication, relationship-building, and a proactive, detail-oriented approach, with proficiency in Microsoft Office and experience with RIA custodians and CRM to support wealth-management clients. This is a full-time hybrid position based in Carlsbad, CA with in-office presence required two days per week.
Required Qualifications
- Minimum 3 years of experience in a similar role at a financial services firm
- Strong Microsoft Office skills (Word, Excel, and PowerPoint)
- Experience working with RIA Custodians and utilizing a CRM
- Broad knowledge of Investment Advisory practices, processes, and an understanding of wealth management
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.