New

Client Services Specilist - Financial Services

Vaco
$75,000.00 - $100,000.00 / yr
United States, Kentucky, Louisville
Apr 15, 2026
Position Summary The Client Services Specialist is responsible for delivering high-quality support to clients by managing account administration, responding to inquiries, and ensuring a seamless client experience. This role serves as a key point of contact for clients and works closely with internal teams to coordinate service needs, maintain accurate records, and support overall relationship management. Key Responsibilities Serve as the primary point of contact for client inquiries via phone and email Build and maintain strong, professional relationships with clients Process account documentation, applications, transfers, and service requests accurately and efficiently Maintain detailed and accurate client records in internal systems Coordinate with operations, compliance, and advisory teams to ensure timely completion of client requests Prepare client reports, presentations, and meeting materials Monitor account activity and proactively address discrepancies or service issues Assist with onboarding new clients and ensure all required documentation is completed Support ongoing client review processes and follow-up communications Maintain confidentiality and handle sensitive information with discretion Qualifications Bachelor's degree preferred 2+ years of experience in client service, account management, or administrative support Strong attention to detail and organizational skills Excellent verbal and written communication skills Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) Ability to multitask and manage priorities in a fast-paced environment High level of professionalism and client-first mindset Preferred Skills Experience working with financial accounts or regulated environments Familiarity with CRM systems Strong problem-solving and critical-thinking skills Competencies Relationship-focused Detail-oriented Responsive and proactive Team-oriented Strong follow-through and accountability Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal. By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here. Virginia residents may access our state specific policies here. Residents of all other states may access our policies here. Canadian residents may access our policies in English here and in French here. Residents of countries governed by GDPR may access our policies here. Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.