Coda Search│Staffing | Customer Support Specialist | bell, ca
1 day ago
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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