Wealth Management Client Service Specialist

Job Description

Job Description

Excellent opportunity within the Private Wealth Management industry.

Looking for a team player who is interested in a long-term opportunity to grow and advance, helping shape an established financial planning practice. Individual must be detail and service oriented, able to prioritize and manage multiple projects, and work in a fast-paced environment.

In addition, the appropriate candidate will possess the following attributes:

Strong verbal and written communication skills, empathetic listening skills

Proficient in technology platforms, including Microsoft Word, Excel, Outlook, and Adobe Acrobat

Able to understand, analyze, and address client questions and concerns, and provide solutions

Independent and self motivated

Enthusiastic, flexible, and professional

Excellent organizational skills and attention to detail

Work responsibilities will include the following:

Client Service:

Client meeting preparation

Manage incoming calls, schedule client appointments

Enter notes, tasks, and follow ups into CRM

Handle client service issues, as they arise

Handle client meeting follow-up tasks as delegated

Manage new client onboarding process

Operations:

Maintain client records through filing, scanning

Inventory and order office supplies and client materials

Manage office technology and servicing

Marketing:

Maintain and update website and social media profiles

Manage client appreciation efforts, entertainment, and gifts

Help plan and implement client events

This is not a sales position. Industry experience a plus. Competitive compensation and generous bonus program and profit sharing, based on experience.

Please submit cover letter and resume in Word or PDF format.

Instructions for applying for this position: Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Note that you must follow these exact instructions or your resume will be rejected. Thank you.

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year