Client Service Specialist

Job Overview

We are looking for a Client Service Specialist in Boston, MA 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.
  • 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.
  • Ensure 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.
  • Aid 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.
  • 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

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