Client Relations Specialist

2 weeks ago


Portsmouth, Virginia, United States International Search Consultants Full time
Client Relations Specialist

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.
Benefits:

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.
Key Responsibilities:

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.


  • Portsmouth, Virginia, United States SSE Enterprise Full time

    Client Relations Specialist Closing at: 23:55 BST About the Position Base Location: Portsmouth, Havant Salary: £28,072 - £32,605 along with a variety of additional benefits aimed at supporting your family, financial stability, and overall wellbeing. Working Schedule: Permanent | Office based | Full Time, 37 hours per week, 08:00 – 17:00...


  • Portsmouth, Virginia, United States The Specialty Companies Full time

    We are seeking a Client Relations Specialist who is passionate about engaging with clients, possesses strong organizational skills, is adaptable, and demonstrates a commendable work ethic. This individual will oversee the reception area, manage order processing, generate invoices, conduct basic bookkeeping tasks, and assist with order management. Position...


  • Portsmouth, Virginia, United States Prime, Buchholz Full time

    Are you eager to embark on a professional journey with an investment firm that prioritizes diversity, inclusion, sustainability, and Corporate Social Responsibility? This opportunity may align perfectly with your aspirations. Position Overview The Client Service Coordinator serves as an entry-level role within the investment sector, presenting various career...


  • Portsmouth, Virginia, United States Prime, Buchholz Full time

    Are you eager to embark on a professional journey with an investment firm that prioritizes diversity, inclusion, sustainability, and Corporate Social Responsibility? This opportunity may align perfectly with your aspirations. Position Overview The Client Service Coordinator serves as an entry-level role within the investment sector, presenting various career...


  • Portsmouth, Virginia, United States Prime, Buchholz Full time

    Are you eager to embark on a professional journey with an investment firm that prioritizes diversity, inclusion, sustainability, and Corporate Social Responsibility? This opportunity may align perfectly with your aspirations. Position Overview The Client Service Coordinator serves as an entry-level role within the investment sector, paving the way for...


  • Portsmouth, Virginia, United States Ethos Veterinary Health Full time

    Are you eager to contribute to the advancement of veterinary services? Ethos Veterinary Health is seeking a dedicated and enthusiastic individual to become part of our exceptional team as a Client Relations Coordinator. We pride ourselves not only on providing outstanding veterinary services but also on ensuring an extraordinary experience for our clients...


  • Portsmouth, Virginia, United States Commonwealth of Virginia Full time

    Job Responsibilities The Commonwealth of Virginia is seeking dedicated individuals to join our team as Customer Service Generalists. These positions are available at various service centers within the Portsmouth District. We are looking for candidates who are passionate about delivering exceptional service and possess strong problem-solving abilities. As a...


  • Portsmouth, Virginia, United States The Specialty Companies Full time

    Become a Part of Our Team - Client Support Specialist/Operations AssistantWe are looking for a detail-oriented and flexible individual to join our organization as a Client Support Specialist/Operations Assistant. If you have a strong commitment to delivering outstanding client support and thrive in a fast-paced setting, we would love to hear from you.Key...


  • Portsmouth, Virginia, United States First Citizens Full time

    Customer Service SpecialistOverviewThe Customer Service Specialist at First Citizens plays a crucial role in delivering exceptional support to our clients. This position involves engaging with customers through various communication channels to address inquiries related to equipment leasing and loan services.Key ResponsibilitiesManage a high volume of...


  • Portsmouth, Virginia, United States HealthEcareers - Client Full time

    HealthEcareers - Client is seeking a skilled Travel Nurse RN to join their team in a Telemetry role.Job DetailsSpecialty: TelemetryDiscipline: RNShift: 12 hours, nightsEmployment Type: TravelThe ideal candidate will have experience working in a fast-paced Telemetry environment and possess excellent clinical skills. As a Travel Nurse RN, you will have the...


  • Portsmouth, Virginia, United States REI Management Services LLC Full time

    Company Overview: REI Management Services LLC is a distinguished marketing and consulting firm dedicated to fostering equity and access to community-based clean energy solutions. We collaborate with some of the most prestigious brands in the energy sector, driving impactful initiatives that resonate with our mission.Position Summary: We are in search of a...


  • Portsmouth, Virginia, United States Long Term Care Partners LLC Full time

    Position Overview Long Term Care Partners LLC is on the lookout for a dedicated and skilled Patient Care Coordination Specialist to enhance our exceptional team. Key Responsibilities As a Patient Care Coordination Specialist, your role will involve: Providing comprehensive support to clients navigating their healthcare options. Facilitating communication...


  • Portsmouth, Virginia, United States Healthcare Support Full time

    Job Title: Diagnostic Imaging SpecialistJob Summary:Healthcare Support is seeking a skilled Diagnostic Imaging Specialist to join our team. As a Diagnostic Imaging Specialist, you will be responsible for operating and maintaining imaging equipment, preparing patients for exams, and producing high-quality images for diagnostic purposes.Key...


  • Portsmouth, Virginia, United States Desktop & Depot Support Full time

    Job Description**Job Summary**We are seeking a highly motivated and career-driven individual to join our team as a Desktop Support Specialist in Portsmouth, Rhode Island. As a Desktop Support Specialist, you will be responsible for providing workstation software break-fix support, IMAC, image loads, asset recovery, asset tagging, printer support, and client...


  • Portsmouth, Virginia, United States WIN Waste Innovations Full time

    WIN Waste Innovations is a leading waste management firm dedicated to providing vital waste management services to both clients and communities, supported by our dedicated workforce of 2,100 professionals. We are committed to safeguarding our environment for future generations while addressing the needs of today. As a vertically integrated organization, WIN...


  • Portsmouth, Virginia, United States OneStaff Medical Full time

    Job Title: Diagnostic Imaging SpecialistJob Summary:OneStaff Medical is seeking a skilled Diagnostic Imaging Specialist to join our team. As a Diagnostic Imaging Specialist, you will be responsible for operating imaging equipment to produce high-quality diagnostic images for medical professionals to interpret.Responsibilities:Operate CT scanners and other...


  • Portsmouth, Virginia, United States Ethos Veterinary Health Full time

    Join Our Team as a Veterinary Client Support CoordinatorAre you eager to make a meaningful contribution to the field of veterinary medicine? Ethos Veterinary Health is seeking a dedicated and enthusiastic individual to become a vital part of our team as a Client Support Coordinator.At Ethos Veterinary Health, we are not just about providing outstanding...


  • Portsmouth, Virginia, United States Port City Air Full time

    Job OverviewPort City Air (PCA) is a premier 24/7 Fixed Base Operator (FBO) and comprehensive aviation services provider situated at KPSM, Portsmouth International Airport. Renowned for surpassing client expectations, PCA has expanded its extensive range of ground support equipment, fuel capabilities, and refueling fleet, alongside a commitment to employee...


  • Portsmouth, Virginia, United States Autism Learners Full time

    Position Overview:Autism Learners is seeking a dedicated and skilled Behavior Support Specialist to deliver applied behavior analysis (ABA) interventions to children diagnosed with autism and related conditions. We value hard-working and experienced professionals who are committed to providing effective behavior-analytic assistance to our clients.Work...


  • Portsmouth, Virginia, United States City of Portsmouth Full time

    Position OverviewThis role involves a range of intricate administrative tasks aimed at supporting various departments, including:Administrative Services: Engaging in essential administrative duties to ensure smooth operations.Intellectual and Developmental Disabilities Support: Assisting in the management and coordination of services for individuals with...