Description:
The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills.
Essential Job Functions Include
- Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes
- Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements
- Coordinating with internal operation departments to ensure client requests are fulfilled
- Managing client deposits
- Maintaining data integrity across all systems and updating as necessary
- Researching client issues in cooperation with back office operation partners
- Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet
- Other duties as needed
Qualifications
- High School diploma or equivalent. Bachelors degree preferred.
- Five years of job related experience
- Financial services industry required
- Prior experience working in an office environment with a customer service focus helpful
- Notary designation a plus
- Eligible to pursue a CFP designation
- Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail
- Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors
- Excellent verbal and written communications skills a must
- Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus
- Strong desire for continuous self-learning and professional growth