Client Service Specialist

Job Overview

We are looking for a Client Service Specialist in Lehigh Valley, PA to support the office’s advisors and their clients, while also performing general administrative tasks as needed.

Responsibilities

• Provide comprehensive client service for the firm’s clients and support for advisors. This includes corresponding with clients (electronically and verbally), opening accounts, facilitating asset transfers, processing money movements, drafting letters of instruction, liaising with custodians, accountants, and other professionals, etc.
• Responsible for the accuracy and timeliness of work, including documenting, completing, and tracking completion of client related tasks and properly updating system software with client and other related information
• Initiate workflow processes and ensure that checklists are generated and completed for meetings. This includes onboardings, comprehensive reviews, discovery meetings, terminations, etc.
• Prepare for client meetings. This includes generating reports and any other documents advisors may need for their meeting. May attend client meetings in a technical, supporting or learning role
• Monitor client account activity, research and resolve issues, and follow-through to ensure client’s needs are met
• Update and maintain Service Team training guides as necessary
• Organize, scan, and maintain all client paperwork
• Assist in greeting clients and visitors, screening and transferring calls, and scheduling meetings
• Multi-task, organize, and complete all other projects as assigned by management, prioritize projects, client needs, and office procedures
• Consistently maintain a high standard of customer service
• Preserve client confidentiality

Qualifications

• Associate’s Degree, at a minimum
• Minimum of 3+ years of experience in an RIA firm or financial services field
• Intermediate finance and custodian knowledge
• Strong sense of professionalism and discretion required
• Preferred experience with platform transitions in an RIA or financial services environment, including onboarding to legacy systems, supporting custodial or technology migrations, and operating within new platforms.

Skills and Competencies

• Proven analytical and problem-solving skills
• Working knowledge of planning strategies and solutions
• Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
• Excellent written and verbal communication skills
• Actively engages as a team member
• Adaptability and flexibility
• Client first attitude

Benefits

• Competitive based salary
• Performance based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, and more
• Generous PTO and leave policies
• Opportunities for professional growth and continuing education
• Partial remote work
• Salary range for this role is $68,000-85,000