Senior Client Service Lead
3 weeks ago
The Senior Client Service Specialist will be responsible for providing exceptional client service and support to high net worth individuals. The role requires a strong ability to work in a fast-paced environment, handle multiple priorities, and maintain confidentiality.
">Key Responsibilities- Client Account Management: Manage client accounts, including onboarding, account setup, and maintenance.
- Client Communication: Communicate with clients via phone, email, or in-person meetings to understand their needs and provide personalized service.
- Team Leadership: Mentor and train new team members, provide performance feedback, and lead by example.
- Operational Support: Work closely with the operations team to ensure smooth account opening and closing processes.
Requirements
- Education: Bachelor's degree and/or equivalent experience.
- Experience: 7+ years of client service experience in the financial industry.
- Skills: Strong analytical skills, excellent communication skills, and proficiency in Microsoft Office suite.
Benefits
- Discretionary Bonus
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k)
- Health Savings Account
- Paid Maternity Leave
- Paid Parental Leave
- Tuition Reimbursement
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