Client Relationship Specialist

Daily Responsibilities

• Execute client account requests and communicate timing expectations to the advisory team
• Prepare, submit, and track documents with custodians including Schwab and Fidelity, ensuring accuracy and timely completion
• Prepare and send DocuSign envelopes and follow up with clients as needed
• Monitor the Client Services email inbox and respond to correspondence in a timely manner
• Attend monthly client meetings to better understand the context behind client requests
• Communicate workload capacity with your Team Lead and set clear expectations for completion
• Participate in weekly team huddles and quarterly retreats
• Contribute to quarterly OKR completion and updates

Qualifications

• Strong attention to detail and a commitment to accuracy in everything you produce
• Exceptional organizational skills and the ability to manage competing priorities without losing focus
• A natural communicator — someone who can translate complex ideas into clear, accessible language for a wide range of audiences
• Genuine curiosity about clients and a desire to understand their needs and goals
• The interpersonal instincts to build trust, navigate sensitive conversations, and make people feel at ease