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Wealth Management Support Specialist

2 months ago

Tampa FL USA, United States Calamos Asset Management Full time
Job Summary

The Calamos Asset Management Client Service Specialist is responsible for providing exceptional front-line service to high net worth clients and acting as a liaison to the Wealth Management Wealth Advisor team.

Key Responsibilities
  • Client Support: Provide timely and professional support to clients, including heavy phone and email contact, with occasional in-person meetings and client events.
  • Onboarding Process: Handle client onboarding processes, including obtaining and organizing client information and statements, pre-populating outgoing new account paperwork for client signature, monitoring account funding and transfers, and answering client questions regarding paperwork.
  • Account Maintenance: Assist in complex account maintenance requests and money movements, involving direct communication with clients and custodians (wire and check requests, Power of Attorney, Trust reregistration, letters of instruction, restrictions, etc.).
  • Project Leadership: Lead CWM projects as assigned, involving direct communication with internal partners, including senior management.
  • Relationship Building: Consistently work to deepen existing relationships with high-net-worth investors to enhance their client experience and increase share of client wallet with Calamos.
  • Documentation: Log all contacts each day as they are made in the CRM system, including inbound/outbound calls, voicemails, email, literature, conference calls, etc.
  • Process Improvement: Maintain current and detailed desktop procedures and make recommendations for process improvements to create efficiencies.
Preferred Qualifications
  • Bachelor's degree in business or related discipline.
  • 5-8 years of financial services industry experience in a sales/client support capacity, with experience in wealth management and/or investments preferred.
  • Must be organized and goal-oriented, with a high attention to detail.
  • Must display a passion for client service and drive to advocate for client needs and solutions.
  • Must possess excellent communication and interpersonal skills to work with internal office staff and external clients.
  • Must be a self-starter with the ability to handle many projects at one time and be flexible regarding priority shifts.
  • Must be able to diligently adhere to existing policies, processes, and regulatory requirements and be comfortable learning and adapting to new changes to standard operating procedures.
  • Proficient and advanced skills with Microsoft Office (Word, Excel, PowerPoint, Outlook, OneNote, and SharePoint).