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Client Service Specialist

None • Evansville, IN, US • published 2026-10-09 03:03:30.822183

Description

**Client Service Specialist** **CLIENT LIAISON \| SERVICE OWNERSHIP \| TEAM COORDINATION** **Role Overview** ================= The Client Service Specialist serves as a key liaison between our clients, advisors, team members, and home office. This person takes ownership of client service needs and advisor meeting follow\-up, ensuring action items move efficiently from identification through completion. The ideal candidate is highly organized, proactive, comfortable communicating with clients, and able to coordinate multiple priorities across a team. **Key Responsibilities** ======================== * **Own meeting follow\-up:** Manage client action items from the time an advisor leaves a meeting through final completion. * **Coordinate client service:** Prepare and process paperwork, communicate with clients and home office, and resolve service\-related needs. * **Manage team workflow:** Assign and track tasks across the team related to trades, service requests, financial planning needs, open questions, and advisor follow\-up. * **Serve as a client liaison:** Communicate directly with clients to provide updates, gather information, answer questions, and ensure timely follow\-throug...

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