Client Service Specialist

Parcion Private Wealth partners with business owners and their families to unlock the true potential of their wealth. We help them take care of the people they love for generations, think bigger about what’s next, and keep more of what they’ve built, for themselves, their families, and the causes they care about.

We are a fast-growing, nationally recognized multi-family office committed to delivering legendary service and impact.

Parcion Private Wealth is looking for a dynamic individual and team player to assist our firm in delivering legendary operations and client service. We are seeking an experienced Client Service Specialist to join our firm. As the first person our clients speak to when they onboard, call or visit our office, you will be the trusted partner and the catalyst to delivering Parcion’s legendary service.

Our ideal candidate is a highly motivated, upbeat, service driven, master of organization and highly attuned to delivery of every detail and high touch UHNW relationships. You exemplify our firm’s Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. If this sounds like you, this is your opportunity to contribute to the continued success of our fast-growing, nationally recognized multi-family office.

• This position includes, but is not limited to, the following responsibilities:
  • Serve as the primary contact for client onboarding, account administration, technology tools, phone support, and meeting coordination.
  • Maintain and monitor internal databases and electronic records in accordance with firm policies.
  • Manage projects and oversee assigned tasks of entry-level team members.
  • Develop technical expertise across all areas of the business through ongoing training.
  • Deliver an exceptional client experience with meticulous attention to detail.
  • Educate clients on account services, processes, and online tools.
  • Provide accurate, timely, and proactive client support, including processing account paperwork and resolving inquiries.
  • Prepare and process ACH, wire, and check requests for clients.
  • Support the onboarding process for new client relationships and maintain organized records and documentation.
  • Research and resolve client issues promptly, escalating as needed to advisory teams.
  • Utilize Salesforce (CRM) to document all client and operational activities.
  • Provide cross-functional support, including handling correspondence, scheduling meetings, maintaining SOPs, and supporting internal initiatives.
  • Contribute to firmwide projects focused on process improvement and client experience enhancement.
  • Assist with client events and special projects as assigned.
  • Participate in key growth initiatives such as strategic client development, COI engagement, and family office network expansion.

• 3–5+ years of relevant experience, preferably with an RIA, MFO, or boutique wealth management firm.
• Experience in preparing client materials for prospective and current clients, including presentations and reports.
• Proven ability to manage multiple priorities and deliver results in a fast-paced, high-response environment.
• Client-service mindset with demonstrated experience supporting UHNW, multi-generational, and business-owner relationships.
• Strong analytical, problem-solving, and financial interpretation skills.
• High technology proficiency, including MS Office, CRM systems (Salesforce), and performance reporting software.
• Exceptional written and verbal communication skills, with the ability to explain complex financial concepts clearly and confidently.
• Operational and compliance awareness, with a strong sense of risk management.
• Highly organized and detail-oriented, with strong follow-through and the ability to collaborate effectively across in-person and virtual teams.
• Demonstrated leadership and teamwork, thriving in a collaborative, growth-minded, and entrepreneurial culture.
• Professional presence and interpersonal skills to interact with UHNW clients and colleagues with confidence and discretion.
• Experience working within an SEC-Registered Investment Adviser environment.
• Notary certification (or willingness to obtain) strongly preferred.
• Willingness to contribute to firm-wide…