Client Services Specialist

2 weeks ago


Baltimore, Maryland, United States Chesapeake Search Partners Full time
Job Overview

Chesapeake Search Partners is collaborating with a reputable independent financial services firm to find a dedicated Client Services Specialist. This pivotal role is designed to assist financial advisors in providing outstanding service to clients. The Client Services Specialist will be essential in addressing clients' financial requirements efficiently and positively, while nurturing robust, personal connections with both the team and clients. This position reports directly to the Partners/Owners and is integral to the firm's client-focused strategy.

Key Responsibilities:

Client Relationship Management:

  • Oversee advisor schedules and generate regular updates.
  • Ensure timely client meeting arrangements to provide prompt attention to all clients.
  • Engage in proactive client outreach initiatives.
  • Prepare necessary reports, applications, and presentations for client discussions.
  • Maintain up-to-date status notes within the firm's CRM system.
  • Deliver periodic reports to clients regarding their holdings, balances, and updates on insurance and investment summaries.
  • Create weekly notes reports to keep advisors informed about client interactions.
  • Update client contact details in the CRM system and ensure that client files are systematically organized and current.

Paraplanning & Investment Research:

  • Leverage EMoney Financial Planning Software to assist in the development of financial plans in collaboration with advisors.
  • Conduct investment evaluations utilizing Morningstar Advisor Workstation, Y-Charts, and Fi360.
  • Participate in team discussions during Quarterly Investment Committee meetings.

Client Service and Processing:

  • Manage the processing of new applications for investment and insurance clients.
  • Follow up on the status of new investment accounts and insurance applications.
  • Communicate updates to advisors and clients regarding application statuses.
  • Ensure prompt resolution of any issues related to new investment applications.
  • Assist clients with requests such as distributions from investment accounts, adjustments to monthly investment plans, and updates to account information.
  • Support the team with various office tasks as required.

Qualifications:

  • A college degree is required.
  • Ability to work autonomously, manage multiple projects, and adhere to deadlines.
  • Highly detail-oriented and organized.
  • Strong proficiency in the Microsoft Office suite.
  • Familiarity with Redtail Technology and Charles Schwab is preferred.
  • A collaborative team player with a commitment to professional development.


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