Client Service Specialist

Job Summary:

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.

Responsibilities: 

• 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

Requirements:

Education:

·         High School diploma with a Bachelor’s degree highly preferred

Experience:

·         Two to Four years of job related experience

·         Financial services industry required

·         Prior experience working in an office environment with a customer service focus helpful

Certifications:

·         Notary designation a plus

Job Skills:

·         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

Work Schedule:  Monday through Friday, 8:00AM – 5:00PM.

Working Conditions:  Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.