Client Relationship Specialist

3 weeks ago

Birmingham, United States Fairvoy Private Wealth Full time

Job description

­­­­Fairvoy Private Wealth is seeking an individual in its Birmingham, Alabama, office to join its team as a Client Relationship Specialist. The team is comprised of 4 Senior Wealth Advisors, a Private Wealth Advisor, and an Associate Wealth Advisor. This role is a key point of contact for prospective and existing clients and also oversees daily operational work for the team including handling client requests, submitting account paperwork, processing money transfers, and mastering the custodian’s web platform together with their forms/documents.

This individual should be able to offer first-class service and support to existing and prospective clients and take on and run special projects, both internally and for clients. This individual should be very focused on client service and have a sense of urgency in doing so. A positive attitude and willingness to roll up their sleeves to help the team with a variety of projects is a necessary trait for the role. This person should also be team-oriented and have excellent organizational and communication skills.

Key Responsibilities

• Client Service: Participate in projects and tasks to support current clients of the team. Such projects could include new client onboarding needs, client requests, new investment product launches, and client meeting preparation.

• Client Experience: Cultivate and bring to life an in-office experience for clients that is in keeping with the quality of service on which the Fairvoy brand is built. This experience will include client interaction preceding, during, and following client meetings as well as day-to-day client requests.

• Office Support: Assist in the day-to-day operations of the business as requested by the firm’s partners including creating Excel templates, PowerPoint presentations, and other administrative tasks as needed.

Candidate Requirements

• Culture: The successful candidate will adopt Fairvoy’s culture of accountability, fairness, teamwork, and transparency. Candidate must have strong ethics and integrity and be able to respect sensitive, private data.

• Communication: The candidate should have excellent interpersonal skills and experience communicating clearly and professionally via email and over the phone with clients and colleagues. Must have a positive attitude and inherent desire to be helpful in myriad ways.

• Technology / Office: Experience and knowledge of Microsoft Office, especially Outlook, PowerPoint, and Excel, as well as other office-related systems such as Adobe. Salesforce experience is helpful, as is experience in working with custodian platforms.

• Self-Driven / Motivated: Fairvoy is an entrepreneurial environment that encourages and expects all employees to work hard and create a successful environment for advising clients. Candidate should be proactive about identifying potential issues or challenges, take steps to remediate, and also must have the ability to take on any project and run with it.

• Project Management: Candidate should have substantial experience in successfully managing multiple, concurrent tasks and projects, keeping track of timelines/deadlines around outstanding items, and communicating to the team on a daily or weekly basis the status of all outstanding work.

• Detailed-oriented and Highly Organized: Able to work with multiple people (some in person and some virtually), while keeping track of tasks and deadlines so all team goals are achieved. Candidate must be a very quick learner and excellent attention to detail and organization are required.

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