Client Relations Specialist
2 weeks ago
Greater Boston Area
International Search Consultants is collaborating with a dynamic investment firm that focuses on delivering tailored investment management and advisory solutions to its clientele, including Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. We are on the lookout for a skilled Client Relations Specialist to enhance their centralized team.
Role Overview:
The Client Relations Specialist will work closely with internal teams to guarantee that clients receive exceptional service and that their financial transactions are executed promptly and accurately.
Essential Qualifications:
To be considered for this role, candidates should meet the following criteria:
- A Bachelor's Degree is mandatory, preferably in Finance or Business.
- 1 - 3 years of experience in servicing UHNW clients.
- Proficient in Microsoft Office, particularly Excel, Adobe Acrobat, and PowerPoint.
- A self-driven and detail-oriented individual eager to learn and advance professionally.
- A genuine interest in technology, investment management, and delivering client solutions in a fast-paced environment.
If selected for this position, the firm provides:
- A collaborative and passionate team environment with a strong corporate culture.
- Significant growth potential within a rapidly expanding firm.
- A competitive base salary.
As a Client Relations Specialist, you will collaborate with the Operations team to address the needs of the Advisor's client base and engage in various projects as the firm evolves.
- Work alongside Wealth Advisors to support the firm's UHNW clients.
- Coordinate with the Operations teams.
- Collaborate with custodians and internal Operations teams to ensure accurate processing of requests.
- Assist in preparing new account documentation, contracts, and subscription agreements.
- Oversee the opening and closing of accounts, including SMA's and brokerage accounts.
- Manage KYC profiles and conduct necessary searches.
- Facilitate cash and security transactions, including deposits, withdrawals, gifting, wires, and journals.
- Support the creation of presentations and proposals using PowerPoint and Excel.
- Review billing for accuracy and prepare performance reports.
- Continuously update the Client database and portfolio/account management systems.
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