Financial Service Specialist

Aliso Veijo, CA | Work from home flexibility

Posted: 09/26/2023 Industry: Employee Benefits & Retirement Services Job Number: YT23.8.24.1 Pay Rate: $50,000 to $55,000 plus bonus Experience:

Job Description

Financial Client Service Specialist  - Aliso Viejo, CA

This is a customer-facing role responsible for providing excellent service for a group of financial clients.

  • Answering for phone calls and emails regarding our financial advisor web portal
  • Answering client questions in person at our company events (must be willing to travel occasionally)
  • Creating and analyzing fee and investment reports

Full training is provided.



Job Requirements

Strong communication skills are a must, as the role includes building and maintaining working relationships with team members, vendors and other departments throughout the organization. Familiarity with customer service is preferred.


  • Familiarity with finance industry terminology, products and services
  • Ability to provide instruction via phone and/or webinar
  • Confidence with learning our technology and financial advisor portal
  • Strong communication skills when working with peers, senior management, team members and vendors
  • Commitment to culture requires a demonstration of professionalism, attendance, accountability, customer/client focus, and teamwork

Compensation: $50,000 to $55,000 plus bonus, benefits and excellent growth. 

Meet Your Recruiter

Yuliya Tuz

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