Client Financial Services Specialist
1 week ago
Position Summary: As an integral part of the Partnership Accounting division, you will play a crucial role in delivering exceptional support to the firm's Financial Advisors (FAs). This position emphasizes educating and advising Financial Advisors to facilitate informed decisions regarding new partnership ventures. Through direct communication, whether via phone or scheduled meetings, the Specialist will address inquiries about the partnership model, evaluate business plan scenarios, and provide essential guidance on compensation structures, healthcare options, tax implications, and retirement plans.
Key Responsibilities:
- Assist Financial Advisors by offering analytical insights to guide their decision-making processes.
- Utilize accounting and tax expertise to assist in the preparation of individual tax returns.
- Handle multiple responsibilities while ensuring timely follow-ups.
Qualifications:
- Bachelor's degree in accounting, business administration, or finance (Certifications related to individual tax return preparation may be considered).
- Experience or certifications in individual tax return preparation.
- Ability to provide informed advice by thoroughly analyzing various situations.
- Proficient in Microsoft Office applications and strong computer skills.
- Exceptional customer service abilities, demonstrating professionalism and comprehensive problem-solving skills.
- Outstanding verbal and written communication skills.
- Exhibits world-class service attributes, including professionalism, adaptability, and a caring attitude.
- Capable of responding to inquiries with clarity, organization, and confidence.
- Skilled in written communication, ensuring clarity and correctness in grammar and format.
- Adept at multitasking and following through to resolution.
- Ability to thrive in a fast-paced, collaborative environment while quickly assimilating new information.
- Maintains confidentiality regarding sensitive personal information.
- Minimum of 2-3 years of relevant experience as outlined above.
Essential Skills:
- Exceptional Customer Service Skills
- Effective Correspondence
- Proficiency in Microsoft Office
- Strong Verbal and Written Communication Skills
- Retail Sales Experience
Additional Skills:
- Tax Preparation Knowledge
- Accounting Proficiency
- Financial Acumen
- Customer-Centric Approach
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