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Client Service Specialist

Immediate, full-time opening for the position of Client Service Specialist.

Sterk Financial Services is an established and growing Holistic Financial Planning and Wealth Management company. We are now accepting applications for a self-motivated individual with a team player attitude to join our expanding firm. You will be working with a group of experienced, dedicated, and growth-oriented people.

This Client Service Specialist position is a critical part of our company, so it is important that the person we choose will be a "fit" with our culture and core values. If you or someone you know would like to work with a team that is highly collaborative, values a superior quality of work, and shares a mission of serving our clients with the highest degree of ethics and integrity, please read on or share this.


  • Answer client questions and handle service requests
  • Manage data in multiple technology systems including our CRM and investment management programs
  • Create and submit new account paperwork, manage signatures processes with clients, and ensure accounts are correctly set up


  • Growth-Oriented – our company is a place where team members can grow and succeed professionally as well as contribute ideas to improve upon our already solid foundation
  • Fast Learner – open to learning new processes, systems and can absorb information quickly
  • Process Driven – willing to follow a process and enjoys being detail oriented
  • Persistent – follows through and finishes tasks despite challenges or resistance
  • Flexible – agile in adapting to change and shifting priorities
  • Strong Problem-Solving Ability – can anticipate, analyze, diagnose, and resolve problems


  • This is an entry level position.  Experience in the Financial Services Industry is a plus
  • Will eventually require Investment/Insurance licensing
  • Basic Word and Excel knowledge
  • Ability to pass background check


  • Compensation is commensurate with experience.  Salary range $40,000 - $65,000
  • Benefits include health care, vacation, employer matching retirement contributions and early out 2 Fridays per month


To arrange a confidential interview, send your resume and cover letter to  Visit our web site:


Sterk Financial Services is an equal opportunity employer.