Client Service Specialist

The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Responsibilities include day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, ensuring all paperwork and procedures for client requests are completed, coordinating with internal operation departments to ensure client requests are fulfilled, managing client deposits, and maintaining data integrity across all systems. Some duties can include onboarding new clients, processing transfer paperwork, and setting up new accounts while coordinating with the wealth management team.