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Client Service Specialist (CSS) Full-Time | In-Office | Corvallis, Oregon $23.00-$26.00 per hour Spectrum Strategic Capital Management is seeking an experienced Client Service Specialist (CSS) to support client service, account administration, and day-to-day operations within a boutique investment advisory and financial planning firm serving high-net-worth and institutional clients. This is an execution-focused role for someone who takes ownership of client requests, manages workflows through completion, and values accuracy, responsiveness, and follow-through. Responsibilities Manage new-client onboarding and account-opening workflows. Prepare account applications, agreements, and electronic-signature packages. Process client requests involving transfers, deposits, money movement, and account maintenance. Resolve Not In Good Order (NIGO) items and track outstanding requirements through completion. Maintain accurate client records and workflows within the firm's Customer Relationship Management (CRM) and operating systems. Communicate with clients and prospects regarding documentation, processing updates, and routine service requests. Support quarterly reporting, billing, Required Minimum Distribution (RMD) monitoring, and special client-service projects. Identify opportunities to improve workflows and operational efficiency. Qualifications Prior experience in financial services, investment advisory, wealth management, banking, insurance, office administration, or a similar professional client-service environment. Experience with client onboarding, account opening, asset transfers, money movement, or custodial service workflows preferred. Strong attention to detail, organization, and follow-through. Professional verbal and written communication skills. Ability to independently manage multiple workflows, deadlines, and client requests. Comfort learning and using custodial, reporting, CRM, and electronic-document systems. Ability to work full-time, in office, in Corvallis, Oregon. Compensation & Benefits $23.00-$26.00 per hour , based on experience and qualifications. 401(k) retirement plan. Health, dental, and vision insurance. Disability and life insurance. Non-discretionary and discretionary bonus opportunities. Paid time off and paid holidays. The ideal candidate is dependable, professional, client-focused, and comfortable taking direct ownership of assigned responsibilities in a high-touch advisory environment.

Pay:

$23.00 - $26.00 per hour

Benefits:

401(k) Dental insurance Flexible spending account Health insurance Life insurance Paid time off Relocation assistance Retirement plan

Work Location:

In person