Client Service Associate-Las Vegas

Job Description

Job Description

Client Service Specialist Location: Las Vegas, NV
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.

As a Client Service Specialist , you will be assisting the advisors in the office ensuring a smooth professional experience for clients. our 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
✔ Marketing to gain brand recognition

✔ 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!

🔹 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 wher