Description:
We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management and retirement plan practice. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions, and we are looking for people with the drive, enthusiasm, professionalism, and values we hold so important to be a part of a great team!
OBJECTIVES: A Client Service Specialist will play a crucial role in delivering exceptional client service and building strong relationships with our clients. You will be responsible for providing personalized support and guidance to ensure client satisfaction while also collaborating closely with our team of advisors and portfolio managers. This role requires a deep understanding of wealth management products, excellent communication skills, and a strong commitment to delivering superior service.

Our Standards: Our overall standard is “service excellence.” Our goal is to provide the very best experience in service and knowledge to our firm and its associates. As such, our associates must display:

• Ability to work and make decisions independently, with minimal supervision.
• Excellent written and verbal communication skills.
• Excellent client service skills.
• Comfortable with presenting to senior leaders.
• Superior attention to tasks, detail and follow through.
• Excellent organizational and time-management skills; ability to react with appropriate levels of urgency to situations and events that require quick response or turnaround.
• Ability to successfully prioritize and manage multiple tasks, projects, and assignments.
• Ability to adapt quickly and positively to change.
• Team player and collaborator; invest in building long-lasting relationships both externally and internally.
• Must possess a will-do/cando attitude.
• High standards of professionalism, ethics, confidentiality, and integrity will be paramount for this role.

Requirements:

QUALIFICATIONS:

• High School Diploma or equivalent required.; Bachelor’s Degree preferred or equivalent financial services industry experience.
• Prior financial services industry experience preferred
• Series 65 Required or obtained within 9 months of hire
• Strong technology skills are required. Due to the amount of technology used for this position, the CSS must be able to learn and use the various software and programs pertaining to the financial industry.
• Experience with Microsoft Suite,Google Suite, CRM, Salesforce, and Adobe required