Client Service Specialist

Position Summary

We are seeking an exceptional
Client Service Specialist
who consistently delivers outstanding client service and demonstrates strong organizational, interpersonal, and communication skills. The ideal candidate has exceptional attention to detail, the ability to manage multiple priorities effectively, and thrives in a fast-paced environment. A high level of technical proficiency and the ability to quickly learn and adapt to new systems and tools are essential for success in this role.

The ideal candidate is a polished professional who thrives in fast-paced, high-stakes environments and takes pride in making things happen. Highly detail-oriented and proactive, you think several steps ahead and communicate with clarity and purpose. You operate with minimal oversight, handle sensitive information with the highest level of discretion, and manage competing priorities with confidence and ease. Resourceful and solutions-oriented, you adapt quickly to changing demands and take full ownership of this pivotal role, representing leadership with professionalism, poise, and sound judgment.

• Client and Partner Relations
  :
  Support Advisors with client service needs, including processing requests, resolving issues, and delivering timely, accurate, and exceptional service.
• Client Onboarding
  :
  Assist with client onboarding and ongoing data maintenance by collecting, reviewing, and organizing client information and required documentation.
• CRM Management
  :
  Maintain accurate and up-to‑date client records, ensuring data integrity across all systems.
• Money Movement
  :
  Process all forms of money movement—including checks, wires, journals, ACH, DAFs, and other transactions—with the highest level of accuracy, confidentiality, and attention to detail.
• Communications & Correspondence
  :
  Serve as a trusted point of contact for service‑related interactions with clients and custodians, exercising discretion and professionalism in all communications.
• Project & Task Management
  :
  Support special initiatives and ad‑hoc projects, managing tasks effectively to ensure timely and successful completion.
• Operational Excellence
  :
  Proactively assess and enhance client service workflows to improve efficiency, accuracy, and overall operational effectiveness.

• Organizational Excellence:
  Demonstrates strong ability to prioritize, structure information, and maintain efficient, scalable systems.
• Communication:
  
  Exceptional written and verbal communication skills; experienced in engaging with high-net‑worth individuals, advisors, and senior executives.
• Time Management:
  
  Highly effective at managing multiple priorities, meeting tight deadlines, and maintaining accuracy under pressure.
• Problem Solving:
  
  Proactive and forward‑thinking; anticipates needs, identifies opportunities, and takes initiative without requiring direction.
• Interpersonal Savvy:
  
  Builds and sustains strong relationships through empathy, professionalism, and sound judgment.
• Discretion & Confidentiality:
  Handles sensitive and confidential information with the highest level of integrity and discretion.
• Adaptability:
  Thrives in dynamic, fast‑paced environments and adjusts seamlessly to shifting priorities.
• Custodian knowledge:
  Familiar with major custodians including Schwab, Fidelity, Pershing, and American Funds.

Education:

High School Diploma required, Bachelor’s Degree in Finance, Business Administration Preferred

Experience:

At least 3 years of client service experience in a professional environment or financial industry. General knowledge and understanding of personal financial services industry. Familiarization with entity structures (trusts, partnerships, corporations, etc.)

Technical Proficiency:
Strong background in Microsoft Office Suite (Word, Outlook, some PowerPoint) and experience with CRM platforms and workflows.

Job Status:
Full time

FLSA Status:
Exempt

Position Eligible for Telework:
Yes, after meeting eligibility requirements.

Department:
Client Service, Report to Client Service Manager

Standard business hours are expected (8:00 a.m. – 5:00 p.m.); however, this role may require…