Senior Client Service Specialist
7 days ago
We are seeking a highly motivated and experienced Senior Client Service Specialist to join our team at Prime Capital Financial. As a key member of our wealth management and retirement plan practice, you will play a crucial role in delivering exceptional client service and building strong relationships with our clients.
Key Responsibilities:- Provide personalized support and guidance to clients to ensure their satisfaction and loyalty.
- Collaborate closely with our team of advisors and portfolio managers to deliver seamless client experiences.
- Manage client relationships, including onboarding, account setup, and ongoing support.
- Assist in preparing reports, presentations, and other materials for client meetings and reviews.
- Stay up-to-date with industry trends, regulations, and best practices related to wealth management and client service.
- Bachelor's degree or equivalent financial services industry experience.
- Prior financial services industry experience preferred.
- Series 65 preferred.
- Strong technology skills, including Microsoft Suite, Google Suite, CRM, Salesforce, and Adobe.
- Competitive compensation package.
- Health, dental, vision, group life, and disability insurance.
- 401(k) plan with company match.
- Teladoc and EAP benefits.
- Generous PTO and 12 paid holidays.
Prime Capital Financial provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Wealth brand. We are a rapidly growing financial services firm with over 200 investment advisor representatives and 190+ associates serving clients nationwide.
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