Client Service Specialist

Client Service Specialist

Kelly is seeking a Client Service Specialist to work with our client, a successful franchisee of a major American financial services organization offering personalized financial advice and wealth management services, on a direct hire basis. This an excellent opportunity to join one of the "World's Most Admired Companies," as recognized by Fortune in 2025! Specifically, the Client Service Specialist will:

• Greet clients in person and over the phone
• Receive checks and security deposits, and process new accounts
• Schedule client consultations
• Assist Financial Consultant in gathering new assets
• Proactively uncover additional business development opportunities
• Place trade orders
• Answer securities-related questions
• Deliver outstanding service and provide all clients an exceptional experience

Qualifications:

• Bachelor's degree or equivalent work related experience
• Series 7 and 63 (or 66) licenses preferred
• Minimum two years' experience in a direct client facing role, ideally in financial services, retirement planning, or wealth management
• Understanding of brokerage regulations and rules that govern client accounts
• Detail oriented
• Demonstrated experience handling client concerns and issues with tact and diplomacy
• Ability to manage multiple client situations, needs, and inquiries simultaneously
• Ability to work independently and as part of a team
• Must be able to develop and maintain good cross enterprise working relationships
• Must be proficient with Microsoft Office and CRM software
• Outstanding written and oral communication skills

If qualified and interested, please apply to this posting ASAP or directly send your resume to SARP028@kellyservices.com.

As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources.

With Kelly, it all adds up. You're looking to keep your career moving onward and upward, and we're here to help you do just that. Our financial staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive.

Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce.

Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities.