Client Service Specialist

1 month ago

houston, United States Prime Capital Financial Full time

We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management and retirement plan practice in our Houston, TX Market. 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 the great Houston 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.


Key Responsibilities:


Client Relationship Management

  • Build and maintain strong relationships with clients, providing prompt and professional assistance.
  • Act as the primary point of contact for clients, addressing inquiries, resolving issues, and providing updates on account activities.
  • Assist in client onboarding and account setup processes.


Administrative Support

  • Handle administrative tasks such as scheduling appointments, managing calendars, and coordinating meetings for Financial Advisors
  • Prepare and process client documentation, including account forms, transfer requests, and account updates.
  • Maintain accurate and up-to-date client records in the firm’s CRM system.
  • Assist in preparing reports, presentations, and other materials for client meetings and reviews.

Operational Efficiency

  • Collaborate with internal departments to ensure seamless operational processes and timely execution of client requests.
  • Coordinate with Custodians, third-party teams, and internal WM Operations team to facilitate account transfers, fund transfers, and other transactions.
  • Monitor and follow-up on pending client requests and ensure timely completion.
  • Stay up-to-date and proficient in all technologies required for this role.

Compliance and Regulation

  • Comply with Prime Capital Financial's and FINRA policies and procedures based on a registered or non-registered position.
  • Please adhere to all compliance policies, procedures, and regulations.
  • Assist in maintaining client confidentiality and data privacy.

Continuous Improvement

  • Identify opportunities for process improvements and suggest solutions to enhance operational efficiency and client experience.
  • Stay updated on industry trends, regulations, and best practices related to wealth management and client service, as well as all company and custodial changes to policy, procedures, forms, and other daily operations. Attend all offered training sessions relevant to this role.
  • Willingness to learn, grow, and change to keep up with the consistent changes in the wealth management industry, technology, rules & regulations.
  • Maintain client engagement programs, such as gift cards, outreach, and marketing seminars and efforts to enhance the advisor's business and the overall client experience.
  • Exercises correct security procedures for personal workspace.


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 preferred
  • 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


Benefits:

  • Health, Dental, Vision, Group Life & Disability, HSA
  • 401(k)
  • Teladoc
  • Generous PTO
  • 12 Paid Holidays
  • EAP


Compensation:


This is a Non-Exempt Full-time position. Salary is determined based on experience.


Prime Capital Financial


Prime Capital Financial provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Wealth brand. Through its Prime Retirement and Prime Wellness brands, the firm also provides retirement plan advisory services and plan participant education. Prime Capital Financial currently has 50+ locations throughout the United States, with over 200 investment advisor representatives and 190+ associates serving clients nationwide. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”) a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.

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