Client Services Specialist

Cnect

Client Services Specialist managing client servicing and communication for Cetera's financial services clients. Ensures adherence to service, documentation, and compliance standards.

Posted 7/15/2026full-timeDubuque • Iowa • 🇺🇸 United StatesMid-LevelSenior💰 $26 - $33 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client service management, ensuring accurate and responsive handling of service needs while maintaining compliance with established procedures. Proficient in managing multiple priorities and identifying process improvements to enhance service quality.

Highest-signal resume keywords

Client Service ManagementFinancial Services ExperienceProblem SolvingCRM AccuracyProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ProcessingDocumentation ManagementTransaction ProcessingOnboarding CoordinationRecord Maintenance

Soft Skills

Independent ExecutionJudgmentCommunicationOrganizational Skills

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Financial ServicesClient Service WorkflowsService StandardsCompliance

About the role

Key responsibilities & impact

Serve as primary service contact for assigned clients, managing day-to-day service needs with accuracy and responsiveness
Process account updates, contributions, distributions, transfers, maintenance requests, and other service transactions in accordance with established procedures and data standards
Coordinate onboarding activities, including documentation collection, custodial account opening support, and tracking of outstanding requirements
Prepare client review materials, organize documentation for signatures, and maintain accurate client records
Communicate directly with clients regarding account activity, service timelines, documentation needs and follow up items
Consult with custodians, advisors, and internal partners to resolve service requests and ensure timely completion of transactions
Oversee moderately complex client inquiries independently, exercising judgment within established guidelines
Escalate higher risks, complex or ambiguous situations to Senior Client Services Specialist or Supervisor while providing context and recommended next steps
Maintain CRM accuracy and ensure documentation is complete, compliant, and aligned with service standards
Identify process inefficiencies or recurring issues and recommend workflow improvements to enhance service quality

Requirements

What you’ll need

High school diploma or GED required
Minimum of 3 years of experience in financial services or administrative experience
Independent execution
Strong problem solving
Understanding of client service workflows
Ability to manage multiple priorities

Benefits

Comp & perks

Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and fostering.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind