Client Relationship Specialist
2 days ago
Buckingham Strategic Wealth LLC is seeking a highly skilled Client Relationship Specialist to join our team. As a Client Relationship Specialist, you will be responsible for providing exceptional client service and supporting our advisors with the operational needs of their clients.
Key Responsibilities- Develop and maintain good working relationships with clients and advisors through ongoing communication and excellent client service.
- Provide comprehensive operational support to clients, including facilitating all monetary, maintenance, and paperwork requests through CRM.
- Monitor pending new accounts and transfers, and handle all communication between custodians and advisors or clients, including researching custodial issues.
- Analyze processes and procedures to identify improvements or efficiencies that can be created, and become a student of the business through job shadowing and educational opportunities.
- Provide on-demand and scheduled reports to advisors and clients, as requested, and participate in and contribute to weekly Client Service meeting and other committee meetings, as assigned.
- Bachelor's Degree and 2+ years work experience in the financial services industry OR 4+ years work experience in the financial services industry.
- Working knowledge of Windows Operating systems & Microsoft Office.
- Experience with tools used on daily basis – CRM (Salesforce) and Custodians.
Buckingham Strategic Wealth LLC offers a competitive benefits package, including medical and dental insurance, life, long-term disability and accidental death insurance policies, paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.
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Client Relationship Specialist
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St Louis, Missouri, United States Buckingham Strategic Wealth Full timeClient Relationship SpecialistThe Buckingham Strategic Wealth Client Relationship Specialist plays a vital role in enhancing the client experience by providing exceptional service and operational support to advisors and clients. This position requires strong communication, organizational, and relationship management skills to develop and maintain good...
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