Client Service Specialist | Campbell
RK Partners
Campbell, CA
Client Service Specialist
Location: Campbell, CA
Hours: 8:30 AM – 5:00 PM, Monday-Friday
Are you looking to grow your career in financial services while working in a collaborative, family-oriented environment? At our firm, we blend the stability of a nationwide company with the personal touch of a close-knit team. If you're detail-oriented, proactive, and passionate about delivering an exceptional client experience, this role may be right for you.
What You’ll Do:
As a Client Service Specialist, you will be assisting the advisors in the office ensuring a smooth professional experience for clients. our role will be dynamic, combining administrative expertise, client service, and operational support.
Be the first point of contact – answer client inquiries and assist with account-related requests
Manage scheduling and logistics for meetings between clients and advisors
Process paperwork and service requests with precision and efficiency
Maintain client files and support back-office operations
Engage in proactive client outreach to strengthen relationships
Assist with client events and special projects
Collaborate with the team to enhance the client experience
Marketing to gain brand recognition
What We’re Looking For:
Financial services experience
Strong organizational & time management skills – you thrive in a fast-paced environment
Tech-savvy mindset – experience with CRMs (Salesforce preferred) and Microsoft Office
Outstanding communication skills – both written and verbal
Proactive problem solver – you take initiative and think independently
Ability to travel occasionally to support other locations
Military experience? We value your skills!
Why Join Us?
Be part of a firm that values growth, teamwork, and client success
Enjoy a supportive, professional environment with opportunities to expand your role
Work closely with experienced advisors and gain valuable industry knowledge
This is a full-time, in-office position where you’ll have the opportunity to make a real impact.