Client Services Specialist

Serves as the primary point of contact

Serve as the primary point of contact for clients, visitors, and vendors
Answer and route incoming phone calls, emails, mail and messages
Maintain a professional and welcoming reception area and meeting spaces
Coordinate meeting room scheduling and meeting preparation
Manage advisor calendars and assist with scheduling client meetings and reviews

Maintains administrative support

• Manage routine client service requests including account updates, money movements, beneficiary changes, and account access requests
• Open brokerage and custodial accounts while ensuring all required documentation is complete and accurate
• Auxiliary support for client offboarding activities, including account closures, asset transfers, and final documentation
• Support client events, welcome gifts, and "Raving Fan" opportunities

Collaborates internally

• Supports internal projects and cross-departmental initiatives
• Maintain accurate records and uphold strict confidentiality standards

Technical and soft skills

• Strong client service mindset with a passion for helping others
• Excellent organizational and time management skills
• Strong written and verbal communication skills
• Exceptional attention to detail and follow-through
• Professionalism, discretion, and emotional intelligence
• Ability to work collaboratively while managing responsibilities independently
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams)
• Ability to learn and navigate CRM systems and financial platforms
• Strong computer and technology skills

Education and experience

• Bachelor's degree preferred; equivalent experience will be considered
• Administrative or client service experience required
• Financial services experience preferred but not required
• Strong customer service and relationship management skills