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Client Service Representative

1 month ago

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About Moran Wealth Management

Moran Wealth Management, LLC is a Registered Investment Advisory firm dedicated to providing exceptional investment management services to its clients. Our team of experienced advisors offers a range of financial products and services, including investment management, succession planning strategies, philanthropic and specialty asset management, and family office services.

Job Summary

We are seeking a highly organized and detail-oriented Client Service Specialist to join our team. The successful candidate will be responsible for coordinating with client service specialists to ensure timely completion of service-related requests, communicating with clients, handling routine maintenance and service requests, and performing operational or administrative functions for client-related requests.

Key Responsibilities
  • Coordinate with client service specialists to ensure timely completion of service-related requests
  • Communicate with clients upon completion of service-related requests
  • Handle routine maintenance and service requests
  • Perform operational or administrative functions for client-related requests
  • Research client and security information through the back-office system
  • Perform administrative duties that support Financial Advisors in daily business practices
  • Maintain existing client relationships through the processing of client requests, resolving client inquiries, and ensuring key client information and documentation is up-to-date
  • Onboard new client accounts, including the collection of required documentation and client information
  • Conduct outreach to maintain strong relationships with the client base and identify Firm services and solutions that support clients' needs
  • Prepare and review all new account paperwork to ensure documents are complete and in good order
  • Proactively participate in firm initiatives directed by local management and attend functions as needed
  • Follow all established audit and compliance procedures
  • Consistently document client service interactions into the CRM tool
  • Actively engage in available training and education programs to maintain status on policies, procedures, risk awareness, and technology
  • Participate in and receive cross-training, as well as assist with other operational functions as required
Requirements/Qualifications

The successful candidate will possess the following qualifications:

  • High School diploma or equivalent education and related training
  • Excellent interpersonal and communication skills
  • Attention to detail
  • Excellent organizational skills and ability to multitask in a fast-paced environment
  • FINRA Series 65 recommended, but not required