About Tobias Financial Advisors
Tobias Financial Advisors (TFA), founded in 1980, is an independent, fee-only financial planning and wealth management firm serving high-net-worth individuals and business owners. We specialize in proactive tax strategies, investment management, and supporting clients through life's transitions. Our collaborative, values-driven culture empowers our team to deliver exceptional, personalized service while upholding the highest fiduciary standards.
Position Summary
We are seeking a Client Service Specialist (CSS) to join our fast-paced, growing firm. The CSS supports our advisory and operations teams by helping deliver services that enable clients to achieve their long-term financial goals. Your primary responsibility will be to ensure each client receives attentive, personalized service that reflects our commitment to excellence.
This is a great opportunity for someone looking to build a long-term career in financial planning and wealth management. You'll gain hands-on experience across multiple areas of the industry, benefit from ongoing training and development, and be part of a collaborative team focused on making a meaningful impact.
What you will get to do
- Set up and maintain client accounts, process paperwork, and support client onboarding
- Prepare and process forms such as new account applications, transfers, distributions, and address changes
- Communicate with custodians to resolve client service issues and ensure accurate documentation
- Monitor and facilitate cash and securities transfers; reconcile cost basis as needed
- Execute client requests including wire transfers and money movement between accounts
- Partner with the advisory team to support day-to-day client service needs
- Support compliance efforts by monitoring and documenting internal processes
- Assist the admin team with phones, scheduling, event planning, and other office needs
What we seek in a candidate
- 2+ years of client service or financial services experience (internships included)
- Bachelor's degree in Business, Finance, or related field preferred
- Strong interest in client service within the financial planning and wealth management industry
- A helping disposition with the ability to build relationships and connecting with others positively
- Proactive, organized, and detail-oriented with high ethical standards
- Relationship builder with a service mindset and strong communication skills
- Creative problem-solver who enjoys working on a collaborative team
- Commitment to team culture, development, and professional growth
- Experience with CRMs (Salesforce preferred) and Microsoft Office tools
- Ability to pass a background check
What you will gain
- Exposure to many aspects of a financial advisory firm
- Ongoing learning and development opportunities
- A supportive team culture that values your growth
- The chance to make a real impact on clients' lives
Our Culture and Values
At TFA, we strive to inspire, educate, and prepare our clients to live the lives they want. That vision is supported by our values: integrity, passion, balance, transparency, teamwork, community, family, and a relentless focus on doing what's right for our clients. We're proud of our history, but even more excited about our future.