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
• Cook up meeting room scheduling and meeting preparation
• Aid in advisor calendars and assist with scheduling client meetings and reviews
• 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
• Support client offboarding activities, including account closures, asset transfers, and final documentation
• Support client events, welcome gifts, and "Raving Fan" opportunities
• Support internal projects and cross-departmental initiatives

Organizational and Communication Skills

• Maintain accurate records and uphold strict confidentiality standards
• Show strong client service mindset with a passion for helping others
• Show excellent organizational and time management skills
• Show strong written and verbal communication skills
• Manage multiple priorities in a fast-paced environment
• Show exceptional attention to detail and follow-through
• Show professionalism, discretion, and emotional intelligence

Technical and Collaborative Abilities

• Show ability to work collaboratively while managing responsibilities independently
• Show proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams)
• Show ability to learn and navigate CRM systems and financial platforms
• Show 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
• Show strong customer service and relationship management skills