Coda Search│Staffing | Customer Support Specialist | bell, ca

1 day ago


bell, United States Coda Search│Staffing Full time

As a Client Specialist, you will:


  • Support Financial Advisors as they provide advice, strategies, and solutions to high-net worth individuals.
  • Work with advisors and analysts to prioritize and execute all client related tasks and requests.
  • Initiate and execute all money movements for investments and client liquidity needs.
  • Populate and process documentation for client onboarding, investments, and other account maintenance.
  • Interact with third party service providers (i.e. outside custodians, reporting providers, and other advisors).
  • Interface with money managers regarding investment activity and administration for KYC and AML requests.
  • Track, enter, and reconcile investment activity across our proprietary database, various custodians, and our reporting provider through monitoring daily activity reports.
  • Maintain client confidentiality and assist in identifying potentially fraudulent activity.
  • Researching client inquiries/problems and bring about resolution
  • Administrative support: answer telephones, prepare correspondence, maintain files
  • Integral support for client service teams and special projects as assigned/requested
  • Handle family office services processing as required


Requirements


  • Bachelor’s degree and 2+ years’ experience in trust and/or investments
  • Internship in Wealth Management is a plus
  • Strong client service orientation
  • Proficient with Microsoft Word, Outlook, Excel and Power Point
  • Excellent organizational and analytical skills with an attention to detail
  • Flexibility with the ability to multi-task and meet deadlines
  • Strong work ethic
  • Proactive; ability to work independently and in the team environment, with minimal direction


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