Job Description
We are seeking a Client Service Specialist I to join our team! As a Client Service Specialist I, you work in a client‐focused, team‐centered environment assisting the advisory team in servicing the needs of the firm’s clients. You must be organized, have outstanding attention to detail, excellent computer proficiency, and great communication skills. You will regularly interface with clients and prospective clients, working to anticipate their needs, resolve their problems, and provide exceptional service. As a Client Service Specialist I, your deep understanding of firm policies, procedures, and technology, enables you to support financial advisors in their daily business practices (e.g., client meetings, on‐boarding new clients, marketing, funds transfers, etc.). From maintaining back‐office efficiencies to driving firm initiatives, you work to ensure the client experience is second to none.
Responsibilities
- Provide support to the advisory teams by adm...