Job Title: Client Services Specialist
Location: Hybrid Schedule (3 days remote, 2 days on-site) in Dallas, TX
Duration: Ongoing 4-6 month contract
Job Description:
We're looking for more than just great resumes-we want standout personalities. If you're someone who brings positive energy, curiosity, and genuine care into every conversation, you'll thrive here. This isn't just about answering questions; it's about building trust, making connections, and helping clients feel supported at every step.
This is a great opportunity to work within a dynamic, supportive team and be part of a mission-driven organization that values excellence and client satisfaction.
As a Client Services Specialist, you'll be the first line of support for financial professionals and clients, delivering an exceptional experience with every interaction.
- Tackle complex, escalated inquiries with confidence and care
- Guide clients through processes involving brokerage operations, account transfers, and more
- Provide system navigation support and ensure clients get the answers they need
- Log and track all client interactions using CRM tools
- Collaborate with cross-functional teams to resolve issues quickly and smoothly
- Pitch in on training and team projects to keep things running at their best
You'll Thrive in This Role If You Have:
- 1+ year of experience in customer service or a call center
- Strong working knowledge of Microsoft Office
- A high school diploma or GED
Extra Credit For:
- A passion for providing top-tier service and building client relationships
- Sharp communication and problem-solving skills
- Meticulous attention to detail and follow-through
- Experience in banking, finance, or similar industries
- A college degree or equivalent experience
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.