Puckett & Sturgill Financial Group is currently seeking a full-time Client Service Specialist to join our team. If you enjoy working collaboratively, have a compassionate nature, and have multi-tasking skills, this may be the perfect job opportunity for you. The ideal candidate for this position must be dedicated to providing exceptional client service at all times. You’ll play a critical role in the operational success of our office, under the guidance of a Financial Advisor, whom you will assist.

To apply, please read the job description below and send your resume and cover letter to Dawn Combs at dawn@pswealth.com


•       Provide administrative support to Financial Advisor

•       Prepare and review all new account paperwork to ensure documents are complete and in good order

•       Verify accounts are traded into the accurate model, supervise incoming rollovers and transfers to ensure that all applicable accounts are moved

•       Process checks

•       Contact and schedule meetings/calls with clients and prospective clients

•       Maintain and update CRM system with new and current contact info as well as relevant data for clients

•       Assist in the preparation and printing/delivery of reports and other materials for client meetings; scan materials where needed

•       Assist with client requests and deliver exceptional service

•       Other administrative duties as required and assigned


•       3+ years in client service or client-facing role (Financial Services/Wealth Management) is preferred

•       Bachelor’s degree or equivalent experience preferred

•       Strong computer skills and aptitude for technology, including Microsoft Office systems (Excel, Word, PowerPoint, etc.)

•       Strong interpersonal skills

•       Exceptional written and verbal communication skills, excellent grammar, and phone/office etiquette

•       Ability to adapt to changes in the work environment, handle challenging demands, and work well under time pressure

•       Solid work ethic, professionalism, and a positive attitude

•       Position requires a high level of confidentiality

Compensation and Benefits:

Compensation commensurate with experience within the wealth management industry.

We offer a competitive benefits package that includes:

•       401(k) with company match

•       Paid time for vacation, illness, volunteering

•       Health, dental, and vision insurance