Job Description
Job DescriptionSalary: $60,000 - $70,000
Join Our Growing Team as a Client Service Specialist
At Arcadia Financial Group, were always on the lookout for exceptional talent. Weare not urgently filling this role but always accepting resumes. Accepting applications for the best of the best, if that's you - we look forward to hearing from you.
While we are not actively filling this role today, we are accepting resumes from motivated professionals interested in joining a thriving, collaborative, and mission-driven financial services team. If youre passionate about delivering outstanding client experiences and eager to grow your career with a company that values work-life balance and a strong, fun culture, we want to hear from you!
About the Role:
As a Client Service Specialist, you will play a key role in welcoming new clients to Arcadia Financial Group and ensuring their onboarding journey is seamless, efficient, and exceptional. Youll be the friendly, organized, and knowledgeable point of contact who helps our advisors prepare and process client paperwork, coordinate business transitions, and foster lasting client relationships.
You thrive in a fast-paced environment, enjoy being part of a collaborative team, and take pride in keeping things running smoothly behind the scenes.
What Youll Do:
Daily
- Provide same-day responses to client inquiries with professionalism and care
- Prepare client applications, forms, and authorizations ahead of meetings
- Support advisors during client meetings, including occasional after-hours or last-minute sessions
- Execute advisor instructions and consult with clients to address questions or concerns
- Utilize technology platforms such as CRM, DocuSign, Fidelity Wealthscape, and others to maintain efficient workflows
- Track and maintain detailed records of submitted business, ensuring deadlines are met
Weekly & Monthly
- Participate actively in team meetings to collaborate and align on priorities
- Monitor and report on outstanding and pending business to ensure timely processing
- Review monthly reports and adjust processes as needed
Ongoing
- Verify advisor licensing and training compliance
- Provide onboarding guidance for administrative staff
- Maintain proactive client communication to resolve outstanding matters
What Were Looking For:
- A genuine desire to provide outstanding client service
- Exceptional organizational skills and the ability to manage multiple priorities
- Comfortable adapting to a dynamic, fast-paced environment
- Excellent verbal and written communication skills
- Proficiency with Microsoft Office and ability to quickly learn industry software
- Bachelors degree preferred
- Minimum 5 years of client onboarding experience, with at least 1 year in the financial industry
Why Arcadia Financial Group?
- Vibrant Culture: We work hard and have fun doing it collaboration and respect are at our core.
- Work-Life Balance: We believe in living every day like its Saturday.
- Core Values That Matter: Integrity, commitment, teamwork, and client-first service.
- Growth Opportunities: As we expand, your career can grow with us.
Compensation & Benefits:
- Competitive salary: $60,000$70,000/year
- Bonus opportunities based on performance
- Comprehensive benefits including health, dental, vision, life insurance
- 401(k) with matching
- Flexible scheduling to support your work-life balance
- Paid time off and retirement plans
Location & Travel:
- Work primarily in Manchester, NH and Andover, MA offices
- Occasional travel between offices required
If you are a proactive, client-focused professional ready to bring your expertise to a winning team, we encourage you to submit your resume. Join us and help shape the future of Arcadia Financial Group!