Client Service Specialist

Purpose of Position

The Client Service Specialist’s primary responsibilities include account administration and servicing the firm’s individual and institutional clients, while providing direct support to Advisors in managing client relationships and onboarding new business.

Accountabilities

• Process client money movement requests (wire transfers, check requests, ACH transfers), confirm completion, and follow-up with client
• Confirm completion of client money movement requests (wire transfers, check requests, ACH transfers)
• Follow-up with client
• Process client directives
• Act as client liaison between client and custodians, establish professional working relationship for all parties – client, custodian and firm
• Direct communication with prospects and clients (in person, Zoom, phone, email)
• Communicate with internal departments regarding client updates/changes
• Research and work to resolve client problems/issues as appropriate or assigned, recommend solutions and elevate as needed
• Maintain client data base (salesforce)
• Aid in the coordination/scheduling of client meetings
• Perform projects and prioritize tasks

Qualifications

• Minimum of 5 years relevant experience in the investment advisory/wealth management industry, servicing both high net worth individuals and institutional clients
• Excellent written, verbal and listening skills
• Motivated and self-starter
• A collaborative team player, able to work with and through others
• Client focused
• Strong IT skills
• Experience with Fidelity and Schwab platforms, a plus
• Proficiency in Microsoft Office suite (Excel, Word, Outlook) and DocuSign

Key Competencies

• Hightly motivated with the ability to multi-task and work in a deadline driven environment
• Exceptional attention to detail and accuracy
• Effective time management, prioritization of tasks, and overall organization a must
• Strong written and verbal skills, including the ability to prepare materials clearly and effectively for senior level audiences
• Strategic thinker that possesses excellent analytical, critical thinking, and problem-solving skills