Client Service Representative
7 days ago
Buckingham Strategic Wealth LLC is a leading financial services company seeking an experienced Operations Specialist to join our team. The successful candidate will play a critical role in supporting our network of financial advisors in servicing client accounts.
The ideal candidate will have excellent communication skills, the ability to work independently, and strong analytical skills. In this role, you will be responsible for working with advisors, custodian partners, and internal team members to complete tasks such as opening and updating accounts, transferring client funds, and distributing assets accurately and on time.
You will also be expected to develop and demonstrate mastery in at least one area of specialization while providing support across other operational functions throughout the year. Additionally, you will need to adjust your focus and priorities to provide effective team support as needed.
Key Responsibilities:
- Develop and maintain relationships with advisors and custodian partners.
- Assist advisors and internal teams with account servicing tasks.
- Communicate effectively with internal and external partners.
- Evaluate requests for clarity and completeness.
- Research and resolve issues in partnership with advisors and internal teams.
Required Skills:
- Bachelor's degree in a related field and 2+ years of operations/client service experience; or 5+ years of working in financial services or a related field.
- Experience working with Charles Schwab, Fidelity, or Pershing preferred.
- Knowledge of CRM systems, preferably Salesforce.
- Strong analytical skills and attention to detail.
- Ability to work well in a team environment and support others as needed.
We offer a competitive salary of $70,000 - $85,000 per year, depending on experience.
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