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Client Service Specialist

1 month ago

Milwaukee, Wisconsin, United States BCI - Brokerage Consultants Inc Full time

We are seeking a Client Service Specialist to join our team at BCI - Brokerage Consultants Inc. This role focuses on delivering exceptional client service, demonstrating empathy, and utilizing strong problem-solving skills.


Key Responsibilities:
Provide administrative support to Financial Advisors, including handling client calls, responding to inquiries, entering trade orders as directed, executing money movement transactions, preparing client reports and meeting materials, and managing follow-up tasks after client meetings

Requirements:
Bachelor's degree, preferred
5+ years of experience in financial services, ideally within a brokerage, bank, or financial planning firm
Series 65 and Investment Advisor Representative (IAR) designation, or willingness to obtain upon hire
Familiarity with Schwab, Tamarac, and/or eMoney is a plus
Excellent verbal and written communication skills
Demonstrated success working in a collaborative, team-oriented environment
Highly organized with strong analytical skills, exceptional attention to detail, and the ability to support advisors
Strong ethical standards with the ability to maintain strict confidentiality of client and firm information
Target base salary is $60-85k + bonus. This figure can vary depending on factors such as skillset and experience level.