Client Service Specialist

1 week ago

Indianapolis, United States Fi3 Financial Advisors, LLC Full time

Fi3 Financial Advisors is a fee-only, independent Registered Investment Advisor (RIA) and multi- family office. We serve as a fiduciary, providing comprehensive financial guidance and investment management services to high- net-worth families.

The Client Service Specialist will serve as part of the Operations Team, supporting Fi3s Financial Advisors and clients. Each day will require you to manage multiple priorities, draft written communications, provide task management system updates and execute important client matters. You will support complex case requests, new client onboarding, reports, and be integral in executing planning and investment action items and client requests.

To be successful in this role it is essential that you:

  • Support custodial relationships under direction from Senior Operations Specialist (Fidelity and Charles Schwab)
  • Leverage technology to document and organize client data consistently and efficiently
  • Be detail oriented and able to recognize and/or foresee issues
  • Prepare and produce back-office support for client account requests
  • Process money movement requests, track cash flow and monitor for cash needs
  • Proactive engagement with advisory, operations, investment and planning teams to keep them moving forward
  • Coordinate and track the new clients through the onboarding process
  • Track client service issues and report status on a weekly basis
  • Complete tasks on-time/ahead of schedule
  • Capable of handling a high volume of simultaneous requests
  • Share in responsibilities to ensure deadlines and goals are met
  • Possess a great sense of humor and desire to be part of a cohesive team
  • Demonstrate creative problem solving and solid judgment/decision making
  • Embrace a high-touch, tailored client service philosophy along with the entire Fi3 Team

Sample Responsibilities:

  • Assist with custodial paperwork and processing of forms, including applications, new accounts, and account transfers
  • Accurately perform cash journals, family gifting, charitable gifting, other asset movement requests
  • Assist with data collection
  • Generate and troubleshoot planning and investment reports
  • Coordinate tax payments with Advisors

Qualifications:

  • Bachelors Degree preferred
  • 5 years of Client Service experience, preferably in financial services, banking, or accounting environment
  • Financial Paraplanner Qualified Professional FPQP designation or other licenses/certifications
  • Strong acumen and affinity for numbers, financial analysis, and highly detailed administrative work
  • Enjoys and is proficient with technology (MS Office, Salesforce CRM, Charles Schwab/Fidelity platforms, DocuSign, etc.)
  • Exceptionally organized/efficient, can handle stress, manage priorities, effectively communicate, and excel in an entrepreneurial environment with a strong team structure
  • Exhibit traits of our core values: Authentic, Collaborative, Driven
  • Possess mature customer service skills to handle non-advisory questions and concerns
  • Above average sense of urgency and get it done attitude

Compensation & Benefits:

  • Salary: Competitive with market
  • Revenue Share: Quarterly bonus based on discretionary bonus pool
  • Vacation days: 20 PTO days
  • Holidays: 9 paid holidays
  • 401(k): 3% firm contribution beginning after 1 year of service
  • Professional development opportunities within a dynamic and growing wealth management firm
  • Company-owned laptop computer provided

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