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Senior Client Relationship Specialist

2 months ago

Hinsdale, United States Jobot Full time
REMOTE, Wealth Management Administrative Support - Exceptional Benefits + Profit Sharing

About Us:
We are a leading firm in the wealth management sector, dedicated to providing top-notch service to our clients. We are currently looking for a motivated and skilled Senior Client Services Associate to enhance our team. This role is crucial for maintaining and developing client relationships, ensuring a high level of service and contributing to our overall success.

Benefits of Working with Us:
  • Flexible remote work options
  • Attractive salary with performance bonuses
  • 401k plan with employer matching and profit sharing
  • Tuition assistance programs
  • Paid parental leave
  • Comprehensive health benefits including HSA and wellness resources
  • Employer-funded life and disability insurance
  • Generous paid time off plus 10 holidays


Key Responsibilities:
1. Develop and maintain strong client relationships, ensuring all inquiries and needs are addressed promptly and professionally.
2. Facilitate client onboarding processes, ensuring a seamless transition for new clients.
3. Prepare for and participate in client meetings, delivering critical insights and updates regarding investment portfolios.
4. Oversee investment accounts, including executing trades, monitoring performance, and managing related documentation.
5. Effectively prioritize and manage multiple tasks simultaneously with outstanding organizational skills.
6. Collaborate with colleagues to enhance client satisfaction and drive business growth.
7. Stay informed on industry developments and regulatory changes to provide clients with informed advice and exceptional service.

Qualifications:
1. Minimum of 2 years of experience in the financial services industry is preferred.
2. Proven expertise in client onboarding, meeting preparation, and investment account oversight.
3. Relevant licenses such as Series 7, 66, 63, or 65 are preferred.
4. Strong background in investment planning and a solid understanding of financial markets and instruments.
5. Excellent interpersonal skills with the ability to foster strong client relationships.
6. Superior communication skills, both written and verbal.
7. Strong analytical and problem-solving abilities, capable of making decisions under pressure.
8. Detail-oriented with exceptional organizational capabilities.
9. Proficient in financial software and Microsoft Office Suite.

We invite you to explore this opportunity further.