Client Service Specialist
Company: TruSpire Wealth Advisors
Location: Plymouth Meeting
Posted on: February 17, 2026
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Job Description:
Job Description Job Description Benefits: 401(k) 401(k) matching
Bonus based on performance Dental insurance Health insurance
Opportunity for advancement Paid time off Training & development
Vision insurance About the Role: Join TruSpire Wealth Advisors as a
Client Service Specialist, where you'll play a crucial role in
enhancing client experiences. Our dynamic team in Plymouth Meeting,
PA is dedicated to providing exceptional financial guidance and
support, making this an exciting opportunity for those passionate
about client service. Responsibilities: Serve as the primary point
of contact for client inquiries and requests. Assist clients with
account management and financial planning services. Coordinate and
schedule client meetings, ensuring a seamless experience. Prepare
and process client documentation and reports accurately.
Collaborate with financial advisors to enhance client service
delivery. Maintain client records and ensure compliance with
industry regulations. Provide timely follow-ups and updates to
clients regarding their accounts. Identify opportunities for
improving client satisfaction and service efficiency. Requirements:
1 years of experience in client service or financial services
preferred. Strong communication and interpersonal skills to engage
with clients effectively. Proficiency in Microsoft Office Suite.
(CRM, Outlook, Teams, Box) Detail-oriented with excellent
organizational and multitasking abilities. Ability to work
collaboratively in a fast-paced team environment. Familiarity with
investment products and financial planning concepts. Professional
demeanor and a commitment to client satisfaction. Relevant
certifications (e.g., Series 7, Series 66) are a plus. About Us:
TruSpire Wealth Advisors has been helping clients achieve their
financial goals for over a decade. Our commitment to personalized
service and integrity has earned us the trust of our clients, while
our collaborative work environment makes TruSpire a great place for
employees to thrive and grow.
Keywords: TruSpire Wealth Advisors, Edison , Client Service Specialist, Accounting, Auditing , Plymouth Meeting, New Jersey
