Client Service Specialist

Client Service Specialist (CSS)

Full-Time | In-Office | Corvallis, Oregon
$23.00-$26.00 per hour

Spectrum Strategic Capital Management is seeking an experienced Client Service Specialist (CSS) to support client relationships, account administration, and day-to-day operations within a boutique investment advisory and financial planning firm serving high-net-worth and institutional clients.

This is an execution-focused role for someone who understands the importance of accuracy, responsiveness, and follow-through. The CSS will take ownership of routine client service requests, manage workflows through completion, and help ensure that clients receive timely, professional support.

Primary Responsibilities

• Manage new-client onboarding and account-opening workflows.
• Prepare account applications, internal agreements, and electronic-signature packages.
• Process client requests involving transfers, deposits, money movement, account maintenance, and related service items.
• Resolve Not In Good Order (NIGO) items and track outstanding requirements through completion.
• Maintain accurate client records, workflows, and documentation within the firm’s Customer Relationship Management (CRM) and operating systems.
• Communicate with clients and prospects regarding documentation, processing updates, and routine service requests.
• Support quarterly reporting, billing, Required Minimum Distribution (RMD) monitoring, alternative investment servicing, and other client-service projects.
• Identify opportunities to improve workflows and operational efficiency.

Qualifications

• Prior experience in a registered investment adviser, financial planning firm, broker-dealer, bank, trust company, insurance agency, or similar professional-services environment.
• Experience with client onboarding, account opening, asset transfers, money movement, or custodial service workflows.
• Strong attention to detail, organization, and follow-through.
• Professional written, telephone, and in-person communication skills.
• Ability to independently manage multiple workflows, deadlines, and client requests.
• Comfort learning and using custodial, reporting, CRM, and electronic-document systems.
• Ability to work full-time, in office, in Corvallis, Oregon.

Compensation & Benefits

• $23.00-$26.00 per hour, depending on experience and qualifications.
• 401(k) retirement plan.
• Health, dental, and vision insurance.
• Disability and life insurance.
• Non-discretionary and discretionary bonus opportunities.
• Paid time off and paid holidays.

This position is best suited for someone who enjoys direct client service, takes ownership of assigned responsibilities, and wants to contribute within a high-touch, collaborative investment advisory firm.