Client Relationship Specialist

About the role

The Client Relationship Specialist (CRS) enhances client experience by servicing clients and providing operational/administrative support to wealth managers. This role focuses on delivering exceptional client service, demonstrating empathy, and utilizing strong problem-solving skills. Responsibilities include active communication with clients, processing requests, resolving inquiries, providing guidance, and ensuring all key information and documentation remains up to date.

Responsibilities

• Provide administrative support to wealth managers, including handling client calls, responding to inquiries, requesting trades as directed, executing money movement transactions, scheduling meetings, preparing client reports and meeting materials, checking custodian alerts daily, and managing follow-up tasks after client meetings.
• Oversee the client onboarding process, including account openings, preparing documents for signatures, ensuring adherence to compliance procedures, and maintaining accurate database updates and client folders.
• Become proficient in the firm’s workflows and custodian’s technology platforms/tools, actively participating in training programs to identify and implement workflow improvements that enhance client service.
• Manage the recurring client calendar for RMDs, retirement contributions, billing, meetings, and compliance notification.
• Provide timely and accurate answers to operational questions from wealth managers and clients.
• Conduct research regarding a variety of topics such as IRA distributions, social security, college planning, and other similar topics.
• Assist with maintaining and monitoring regulatory compliance and works directly with firm CCO (Chief Compliance Office).
• Manage confidential information with discretion and professionalism.
• Prepare and send packages, letters, and other correspondence.
• Work closely with multiple teams to service clients. Collaboration with other departments or offices as needed.
• Available for last-minute advisor requests.
• Assist with organizing client/marketing events and special projects, as necessary.

Requirements

• Bachelor’s degree, preferred
• 2+ years of experience in wealth management, securities, or financial planning industry
• Experience with Schwab and Redtail CRM preferred
• Series 65 preferred or willingness to sit for the exam
• Highly organized with strong problem solving and analytical skills, exceptional attention to detail, and tech savvy
• Client focused; self-starter and motivator; efficient, quick learner with ability to support wealth managers
• Strong ethical standards with the ability to maintain strict confidentiality of client and firm information
• Outstanding verbal, written and interpersonal communication skills
• Proficient in Microsoft Excel, Word, and Power Point

In addition, specific skills/experience required are as follows:

• Values driven – You embody and model absolute integrity and servant leadership and you have a bias for action and continuous innovation.
• Uncompromising problem solver – You see opportunities in every business challenge and can develop, articulate and implement solutions.
• Collaboration – You are a relationship builder across all levels of the organization and across all business units.
• Instills trust – You do what you say, without ego, and you follow through on commitments consistently and credibly.
• Impact & influence – You are relentlessly focused on making a difference and can gain support for ideas, proposals and solutions. You get others to act, with or without formal authority, to advance initiatives and objectives.

About Sikich

Sikich offers the public and private sectors a diverse platform of professional services across consulting, technology and compliance. Highly specialized and hands-on teams deliver integrated solutions rooted in deep industry experience. Our approach is strategically and thoughtfully designed to help our clients, teams and communities accelerate success. Sikich has approximately 2,000 team members and operates across North America, EMEA and APAC.

Benefits

Sikich Total Rewards offers expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy.

• Flexible Time Off (FTO) Policy activated on your first day, allowing use of paid time off for personal time, mental/physical health care, vacation, sick leave, etc.
• Paid holidays and optional time off the last week of the calendar year.
• Comprehensive wellness program with rewards for participation.
• Flexible work arrangements.
• Health, dental, vision, life, and accident/death/disability insurance options.
• HSA employer contribution.
• Nine (9) paid holidays annually.
• Robust paid Parental Bonding Leave program covering birth, adoption, and foster children.
• 401(k) with employer contributions.
• CPA bonus with four (4) paid exam days & four (4) paid study days.
• Tuition reimbursement.
• Generous employee referral bonus program.
• Client referral bonus program.
• Pet insurance.
• FORCE – Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer.

Pay

In compliance with this state’s pay transparency laws, the salary range for this role is $56,131.86 - $90,756.75. This is not a guarantee of compensation or salary, as final offer amount may vary based on several factors including but not limited to experience and geographic location. Compensation ranges for roles in our Government Services pillar are determined by contract with the specific government agency Sikich is servicing.