Senior Client Service Specialist

About the role

The firm is seeking a confident, proactive, and detail-oriented Senior Client Service Associate to join its growing team. This is an excellent opportunity for a motivated professional looking to build a long-term career with a firm that values excellence, professional development, and exceptional client service.

Responsibilities

• Own core client operations workflows with a bias for speed, precision, and proactive communication
• Serve as senior escalation point and subject matter expert for onboarding, transfers/ACATs, money movement and complex documentation
• Partner with the Client Service Manager to expand automation and technology across client services while protecting compliance and quality standards
• Proactively engage with the team to prioritize workload, provide client service updates, and escalate potential issues when appropriate
• Support firm-wide initiatives such as custodial integrations, CRM/workflow enhancements, and process improvement projects
• Cook up tax returns to clients for signature and the processing of related tax payments
• Ensure high standards for documentation, client communication, and operational risk controls
• Maintain detailed information and prepare reports using CRM software
• Perform internet-based research when requested to support client team and clients
• Resolve inquiries for clients under scope
• Aid Office Assistant with answering, screening, and transferring inbound phone calls
• Other duties and management of projects assigned

Requirements

• Ideal candidate has 3 to 5 years of client service experience in MFO or RIA
• Proven track record of direct client interaction delivering white-glove service
• Deep working knowledge of custodial processes (onboarding, transfers, money movement, reporting)
• High service orientation and comfort working with clients and Wealth Managers
• Proficiency with custodial platforms (Fidelity, Charles Schwab), CRM systems, and modern workflow tools
• Advanced computer skills - Microsoft Suite of Products (Word, Outlook, Excel, PowerPoint) and CRM

Skills and Competencies

• Communication skills - written and verbal
• Strong planning and organizational habits
• Solutions Oriented
• Works well in team environment
• Strong Interpersonal skills
• Attention to detail and accuracy
• Information gathering and information monitoring
• Flexibility
• Adaptability
• Customer service orientation