Client Service Specialist

McKinneyonsitemid$63K – $70K

Posted 1mo ago · via Workable

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About this role

Calander Wealth, a growing and high-performing advisory practice, is seeking an experienced Client Service Specialist to join the team. This role is designed for a professional who can step in with industry knowledge, deliver a high level of client service, and quickly integrate into an established, fast-paced environment. This is an ideal opportunity for someone who thrives in a detail-oriented, client-facing role and is looking to grow within a practice that values operational excellence, team collaboration, and long-term development. Please do not contact the practice directly. About the Practice Calander Wealth is a growth-focused advisory firm committed to delivering a seamless and high-quality client experience.…

Read the full description on Jambalaya Group's site →

What we'd score you on

reqspace match rubric

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Skills match

For this role: monday

Level fit

This role is mid-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in McKinney. We weight your proximity and willingness to relocate.

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Skills in this role

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monday

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