Client Service Specialist
6 days ago
The Client Service Specialist role is client centric and responsible for delivering the Keeling Wealth Advisors client experience within the practice while ensuring service standards are being met, improved, and exceeded. It includes handling client casework, scheduling, and actively interacting with and building relationships with our clients. Candidates for this role will demonstrate strong organizational skills, a positive attitude, and provide world class service to our clients and team members.
Essential functions of a Client Service Specialist
- Partner with team members and advisors to ensure client service standards are being met and exceeded.
- Initiate and ensure that preparation for client meetings has been achieved and action items are being completed.
- Support the execution of business through the completion of basic service activities and other casework in a timely fashion.
- Serve as primary staff support for client inquiries for assigned clients.
- Manage client meeting scheduling.
- Expertly use, maintain, and keep up to date information within various systems, including our Client Relationship Management (CRM) system.
- Work closely with other Client Service Specialists to inform, design, and implement improved processes and operational policies across the team.
- Assist in the implementation, management, and delivery of special requests and client projects across the practice.
- Participate in client calls and meetings as needed.
- Work directly with client’s other preferred professionals to inquire about, resolve, or facilitate client requests.
- Collect and interpret client data and documents to answer client questions.
- Manage other client service systems (e.g., prospect capture system in CRM).
- Perform basic strategy and product research.
- Professional and timely internal and external communication skills via multiple platforms (in-person, phone, email).
- Maintain files and records in accordance with the records retention compliance policy.
- Maintain legal and regulatory requirements in working with third party and partner firms, clients and/or performing internal work activities.
- Incorporate and adhere to Keeling Wealth Advisors’ vision, mission, values, and guiding principles.
- Proficiency in Microsoft Office tools, willingness to learn and embrace new technology.
- Positive and collaborative attitude.
- Sincere willingness to constantly learn and grow.
- Prioritize and adapt to client and advisor needs at a moment’s notice.
- Excellent verbal and written communication skills.
- Effective and efficient time management, detail-oriented, and strong organization skills.
- Project management aptitude.
- Ability to adhere to rules and regulations as stated and required by Keeling Wealth Advisors and Ameriprise Financial.
- High standards of professional ethics.
- Bachelor’s degree or equivalent experience.
- Willingness to engage in professional development focused on industry & role.
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Client Service Specialist
4 days ago
Johnston, United States Keeling Wealth Advisors Full timeSummary The Client Service Specialist role is client centric and responsible for delivering the Keeling Wealth Advisors client experience within the practice while ensuring service standards are being met, improved, and exceeded. It includes handling client casework, scheduling, and actively interacting with and building relationships with our clients....
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Client Service Specialist
5 days ago
Johnston, United States Keeling Wealth Advisors Full timeSummaryThe Client Service Specialist role is client centric and responsible for delivering the Keeling Wealth Advisors client experience within the practice while ensuring service standards are being met, improved, and exceeded. It includes handling client casework, scheduling, and actively interacting with and building relationships with our clients....
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Client Services Specialist
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