Client Service Specialist

Parcion Private Wealth is looking for a Client Service Specialist to join their team. The ideal candidate is a highly motivated, service-driven individual with experience in UHNW relationships and exceptional organizational skills. They will be responsible for delivering legendary service to clients, managing projects, and overseeing assigned tasks.

Requirements

• 3–5+ years of relevant experience, preferably with an RIA, MFO, or boutique wealth management firm
• Experience in preparing client materials for prospective and current clients, including presentations and reports
• Proven ability to manage multiple priorities and deliver results in a fast-paced, high-response environment

Benefits

• Competitive salary and incentive bonus structure
• Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k)
• Paid Time Off: Starting at 15 days per year, with PTO accrual program
• Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs