Position Description:  The goal of the Client Service Specialist is to promote client satisfaction through client communication and reporting. The specialist will work closely with client service and lead advisor teams to handle all non-advisory tasks for clients. The Client Service Specialist requires practiced client relationship skills to handle non-advisory questions and concerns from clients along with strong communication skills. In addition, this position requires someone with technology expertise in programs used in investment advisory/wealth management firms as well as experience working with third party custodians.

Qualities

Detail-oriented and thorough

• Accurate, cross checks
• Comprehensive, consistent and thorough

Creates systems and organizes

• Creates and streamlines systems to achieve results in the most efficient and effective way
• Leverages technology to streamline and produce results

Fast and reliable

• Responds quickly and provides confidence
• Can be counted on to finish what is started

Adapts when it makes sense

• Willing to be flexible as needed with a positive attitude
• Structured but not rigid

Results-focused

• Committed to reaching the goal and supporting the vision
• Focused on the result, not time and effort

Continual quality improvement

• Always focused on making things better
• Has high standards

Communicates Clearly

• Asks questions for clarity
• Communicates status and completion to close open projects

Shows capacity to lead

• Works well with others
• Leads team projects

Functional Responsibilities

• Oversight and organization of quarterly reporting/billing
• Monthly priority reporting & email to clients
• Act as the custodial liaison to resolve client/account issues
• Process client withdrawal requests
• Retirement minimum distribution and tracking
• Prepare report booklets/material for client meetings
• Gather new account information
• Setup financial account(s) in Salesforce
• Draft and oversight of account documents
• Client account record maintenance