Arcadia Financial · 18 hours ago
Client Service Specialist
Manchester, New Hampshire, United States
Full-time
Onsite
Mid, Senior Level
$60K/yr - $70K/yr
5+ years expArcadia Financial is seeking a Client Service Specialist to deliver exceptional client experiences across their book of business. The role involves managing new business processing, coordinating documentation, and ensuring efficient client transitions into the firm, while collaborating with advisors and third-party custodians.
AdviceFinancial ServicesRetirement
Responsibilities
Serve as a primary point of contact for new clients during the onboarding process, ensuring all documentation and signatures are completed accurately and promptly
Prepare and process new business applications and account forms, coordinating with advisors to ensure readiness before client meetings
Communicate professionally and courteously with clients, advisors, and third-party partners—including clearing firms, insurance companies, and custodians
Maintain visibility into each client’s onboarding status, proactively following up to resolve outstanding items or missing documentation
Support advisors in client meetings, as needed, including those scheduled outside normal business hours
Manage workflow through internal systems such as CRM, Firelight, DocuSign, Fidelity Wealthscape, and insurance carrier portals
Track and reconcile all submitted business to ensure accuracy and timely completion
Adhere to internal compliance standards and maintain meticulous records of all business transactions
Provide administrative support and guidance to new administrative staff on client onboarding procedures
Partner with the Client Services and Operations teams to maintain consistent processes and communication across departments
Participate in weekly service and planning meetings to review progress and identify opportunities for efficiency
Coordinate with advisors and support staff to ensure licensing, registration, and training requirements are up to date
Qualification
Required
Bachelor's degree required; Associate degree may be considered with equivalent experience
Minimum of five years of experience in client onboarding or service coordination
Life and Health license required
Proficient in Microsoft Office Suite and CRM platforms
Strong written and verbal communication skills with a high level of professionalism
High level of critical thinking skills
Excellent organizational skills and ability to manage multiple priorities with attention to detail
Must be able to travel occasionally between Arcadia's Andover, MA and Manchester, NH offices
Preferred
At least one year of experience within the financial services industry preferred
Experience with Fidelity Wealthscape and DocuSign strongly preferred
Preferred to have series certifications (series 6, 65, 7 etc) additional licenses considered
Company
Arcadia Financial
Arcadia Financial is a financial services firm helping individuals create retirement strategies.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Michael Panico
CEO
Company data provided by crunchbase