We are looking for a motivated and service-driven Customer Care Specialist to join our growing financial services team. In this role, you will work closely with a Financial Advisor to provide an outstanding client experience from the first interaction through ongoing account support.
As one of the primary points of contact for clients, you'll help ensure every client feels informed, valued, and well cared for. Your responsibilities will include coordinating appointments, managing client communications, assisting with administrative processes, and supporting clients throughout various stages of their financial planning journey.
The ideal candidate is organized, personable, and enjoys helping others. You'll communicate with clients by phone, email, text, virtual meetings, and occasionally in person while ensuring every interaction reflects professionalism and exceptional customer service.
This position is an excellent opportunity for someone who wants to build a career in financial services, strengthen client relationship skills, and grow within a supportive, team-oriented environment.
Employment Type: Full-Time or Part-Time (Flexible Scheduling Available)
Compensation:$68,500
Summit Solutions is a client-focused organization dedicated to helping individuals and families improve their financial awareness, decision-making, and long-term outcomes. Led by an advisor with over 30 years of experience in education, client service, and personal development, our mission is centered on growth, impact, and meaningful relationships.
We pride ourselves on creating a supportive, purpose-driven environment where both clients and our team members can thrive. At Summit Solutions, you’re not just filling a role—you’re contributing to a bigger vision of helping people move forward with clarity and confidence.
Read LessWe are seeking a highly organized and proactive Executive Assistant to work directly alongside a Financial Advisor, providing personalized administrative and operational support. This position is centered around partnering with one advisor rather than supporting an entire office, making it an ideal opportunity for someone who enjoys building strong working relationships and helping others stay productive and organized.
As the advisor's primary support person, you'll help coordinate daily activities, manage client communications, oversee scheduling, and keep important projects and follow-up tasks moving forward. Your attention to detail and ability to anticipate needs will play a vital role in delivering an exceptional client experience while allowing the advisor to focus on serving clients.
If you're someone who enjoys staying organized, communicating professionally, and taking ownership of responsibilities, this role offers an excellent opportunity to grow within the financial services industry.
Position Type: Full-Time or Part-Time (Flexible Based on Availability)
Compensation:$74,500
Summit Solutions is a client-focused organization dedicated to helping individuals and families improve their financial awareness, decision-making, and long-term outcomes. Led by an advisor with over 30 years of experience in education, client service, and personal development, our mission is centered on growth, impact, and meaningful relationships.
We pride ourselves on creating a supportive, purpose-driven environment where both clients and our team members can thrive. At Summit Solutions, you’re not just filling a role—you’re contributing to a bigger vision of helping people move forward with clarity and confidence.
Read LessWe are seeking a positive, detail-oriented Administrative Assistant to directly support a business owner in a fast-paced and growth-driven environment. This role is ideal for someone who enjoys wearing multiple hats, staying highly organized, and contributing to the success of a thriving business.
As the right-hand support to the owner, you will play a key role in managing communications, coordinating outreach, organizing daily operations, and helping everything run smoothly. You’ll interact with clients, vendors, and team members while creating a professional, friendly, and welcoming experience for everyone you connect with.
If you are dependable, professional, and take pride in getting things done the right way, we’d love to connect with you. This position is perfect for someone who genuinely enjoys helping people, and creating positive experiences through friendly and good communication. The ability to communicate clearly, professionally, and warmly is highly valued.
Compensation:$58,000 yearly
Summit Solutions is a client-focused organization dedicated to helping individuals and families improve their financial awareness, decision-making, and long-term outcomes. Led by an advisor with over 30 years of experience in education, client service, and personal development, our mission is centered on growth, impact, and meaningful relationships.
We pride ourselves on creating a supportive, purpose-driven environment where both clients and our team members can thrive. At Summit Solutions, you’re not just filling a role—you’re contributing to a bigger vision of helping people move forward with clarity and confidence.
Read Less