Client Service Specialist
hireneXus · Manhattan Beach, CA · 3 mo ago
OTHR$80k–$140k/yrFull-time
Responsibilities
- Career Growth Path: Advisory Growth
- Integral Part of Client Relationships: Works closely with senior team members
- Supporting Advisors: Delivers exceptional client service
- Account Administration: Onboard new client relationships, manage account transfers, and handle RMDs
- Client Service: Serve as primary point of contact for client service requests
- Portfolio Reporting: Support quarterly portfolio reporting and assist with financial planning initiatives
Qualifications
- Bachelor's Degree and 4+ Years of Experience in Wealth Management, Investment Advisory, or Financial Services
- Working Knowledge of Investment Account Types and Investment Products
- Experience Supporting Account Opening, Transfers, RMDs, and Custodial Processes
- Advanced Proficiency with Microsoft Office
- Excellent Organizational Skills and Attention to Detail
- Experience with Major Custodial Platforms (Fidelity, Charles Schwab Institutional, Pershing)
- Familiarity with CRM Platforms (Salesforce, Redtail)
- Experience with Portfolio Reporting Systems (Addepar, Black Diamond, Tamarac, Orion, Envestnet)
- Experience with Financial Planning Software (eMoney, MoneyGuidePro)
- Experience with Electronic Signature Platforms (DocuSign)
- Experience Supporting Securities Trade Processing
- PREFERRED: CFP® Designation or Interest in Pursuing Advanced Professional Education