Client Service Specialist Job Listing at Kelly Services in Hagerstown, MD (Job ID US3617655_BH10009484)

Description

Client Service Specialist
Hagerstown, MD
Direct Hire
$40-70k

*Position is onsite in Hagerstown
*Monday-Friday, 8:30am-5pm

Kelly is seeking a Client Service Specialist to work with our client, a successful franchisee of a major American financial services organization offering personalized financial advice and wealth management services, on a direct hire basis. This an excellent opportunity to join one of the “World's Most Admired Companies,” as recognized by Fortune in 2025!

Specifically, the Client Service Specialist will:

• Greet clients in person and over the phone
• Receive checks and security deposits, and process new accounts
• Schedule client consultations
• Assist Financial Consultant in gathering new assets
• Proactively uncover additional business development opportunities
• Place trade orders
• Answer securities-related questions
• Deliver outstanding service and provide all clients an exceptional experience

Qualifications:

• Bachelor's degree or equivalent work related experience
• Series 7 and 63 (or 66) licenses preferred
• Minimum two years' experience in a direct client facing role, ideally in financial services, retirement planning, or wealth management
• Understanding of brokerage regulations and rules that govern client accounts
• Detail oriented
• Demonstrated experience handling client concerns and issues with tact and diplomacy
• Ability to manage multiple client situations, needs, and inquiries simultaneously
• Ability to work independently and as part of a team
• Must be able to develop and maintain good cross enterprise working relationships
• Must be proficient with Microsoft Office and CRM software
• Outstanding written and oral communication skills

If qualified and interested, please apply to this posting ASAP or directly send your resume to SARP028@kellyservices.com.

As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

With Kelly®, it all adds up.

You're looking to keep your career moving onward and upward, and we're here to help you do just that. Our financial staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.

About Kelly

Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year.

Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

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