Client Service Specialist

Job Overview

We are a boutique wealth management firm in Orlando that is looking to hire a Client Service Specialist. The Client Service Specialist plays a key role in consistently delivering a memorable client experience – they are responsible for ensuring client needs are met in a pleasant, accurate, and timely manner. The position’s focus is on providing team member support by processing client service requests. A degree of direct communication with clients is required, therefore pleasant, clear, and concise verbal and written skills are a must. Superior customer service is paramount for new and existing clients via telephone, as well as personally in-office.

The focus of the Client Service Specialist should be one of accommodation toward fellow team members in the firm and firm clients with high attention to detail, and special emphasis on personally exemplifying the long-term organizational vision and objectives.

Responsibilities and Duties

  • Prepare, deliver, and process paperwork to open, close, transfer, or update client accounts
  • Handle all necessary account maintenance including, but not limited to wires, journals, check requests, and all corresponding documentation
  • Maintain a pleasant, open, and helpful attitude in all team member interactions
  • Maintain a consistently pleasant and upbeat attitude with all clients and vendors as an AllGen “brand ambassador”
  • Handle client requests and concerns regarding statements and other related correspondence
  • Maintain processes and procedures with meticulous documentation of client information in CRM Software (Advyzon)
  • Verify that all requests to custodians are received and accurately completed
  • Provide in-office staff support by filtering incoming phone calls and directing telephone communication during normal office hours (8:30 am – 5:30 pm)
  • Provide support for web-based client account access (through the Custodian)
  • Work as a part of the operations team supporting the advisors, planners, and investment team
  • Provide administrative support for client appointment scheduling and re-scheduling and telephone coverage
  • Greet incoming clients/prospects, providing them with a cheerful, welcoming experience


  • Adaptable/flexible — enjoys doing work that requires frequent shifts in direction
  • Detail-oriented — would rather focus on the details of work than the bigger picture
  • Self-motivated – enjoys seeing projects to completion without close supervision
  • People-oriented – enjoys interacting and making a difference in the lives of others
  • Team player – does what it takes to help the team grow/advance
  • Strong communication skills – both written and oral – are required.
  • Technologically proficient – Microsoft Office Suite, etc.

Job Type

Full-time, in person, Monday – Friday 8:30 am – 5:30 pm

About AllGen

AllGen is a boutique wealth management firm that is 15+ years old, located in Orlando, FL. Our mission and vision is to serve all generations, to help clients reach their goals, and ultimately see a more financially wise society. We pride ourselves on our collaborative team and family-orientated culture – you are never just an employee ID number here. We regularly hold team-building events, have lunch together, throw holiday parties, and really support each other in any endeavor. We also value volunteering and host a financial literacy course for high school students every year. At the same time, we still do expect excellence in our employees and self-motivation. As a smaller firm, we strive to balance employee flexibility with the need to push at times to help grow the firm. Everyone at AllGen participates, and wins, if the firm grows.

Contact Information:

To apply, send your resume to: careers@allgenfinancial.com