Licensed Client Service Specialist - Remote

Overview

Calander Wealth is seeking a professional, detail-oriented licensed Client Service Specialist to join our close-knit, high-performing team. This role is ideal for someone with experience in the financial services industry who is passionate about providing exceptional client service and supporting operational excellence.

In Short

• Prepare for and follow up on client meetings, including documentation and communication
• Process paperwork, manage account service requests, and maintain CRM data
• Serve as a point of contact for client inquiries
• Support advisors and leadership with administrative and operational tasks
• Collaborate across the team to maintain a seamless and supportive client experience

Requirements

• Minimum of 2 years of experience in the financial services industry
• Series 7 and 66 licenses required
• Strong organizational skills and attention to detail
• Proficient in Microsoft Outlook and Excel
• Excellent interpersonal and communication skills
• Self-motivated with a collaborative mindset
• Ability to thrive in a small team environment where culture and fit matter

Benefits

• Competitive salary: $60,000–$65,000
• Benefits: 401(k), medical (employer contributes $250 towards medical premium), PTO (after 3-month intro period), paid holidays.
• Schedule: Mon–Thurs in-office, Fridays remote (in-office during onboarding period).
• Annual performance-based bonus
• Hybrid schedule: In-office Monday–Thursday, remote Fridays (post-probation)
• A supportive, tight-knit team that values growth, communication, and culture