Client Service Specialist

Full-time Sales

Responsibilities

• Deliver accurate and timely service to advisors and clients with a one-contact resolution mindset
• Take ownership of client issues and work towards prompt resolution
• Handle communications between custodians and Operations
• Provide operational support including monetary, account opening, and maintenance requests
• Manage multiple requests through email, Microsoft Teams, phone, and CRM
• Utilize Salesforce to manage and monitor client cases and documentation
• Collaborate with internal teams to research and respond to inquiries

Requirements

• 3+ years in the RIA industry with custodian and client-facing service experience
• Extensive knowledge of industry basics and back-office processes (Charles Schwab and Fidelity)
• Proficiency in Salesforce or a similar CRM system
• Strong problem-solving and critical thinking skills
• Ability to work in a fast-pace...