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Client Service Specialist

2 months ago

Annapolis, Maryland, United States NFP Full time
About Us

NFP is a Fee-Only Fiduciary with a strong presence across various regions, dedicated to providing exceptional service to clients through customized portfolios and personalized financial strategies. Our mission is to simplify financial journeys and support clients in achieving their goals, underpinned by a culture of transparency, teamwork, and accountability. As part of a larger organization, we benefit from extensive resources and partnerships that enhance our service offerings.

Role Overview: As a Client Service Specialist, you will be instrumental in building and maintaining strong relationships with clients, advisors, and colleagues throughout the organization. This role places you at the forefront of client engagement, where you will handle a range of inquiries including account management, transaction requests, and documentation processes. You will ensure the efficient handling of client paperwork and serve as a dependable point of contact for resolving inquiries and issues. Utilizing a CRM system, you will effectively manage tasks, update client records, and optimize workflows, all contributing to the overall excellence of client service. Your ability to combine administrative skills with personalized client interaction will be essential in providing an outstanding client experience.

Key Responsibilities:
  • Establish and nurture strong relationships with clients, advisors, and team members.
  • Engage directly with clients on various requests, including account inquiries and transaction processing.
  • Oversee the distribution and management of client documentation.
  • Respond to phone inquiries, resolve issues, and provide necessary information.
  • Leverage the CRM system for task management, client onboarding, and data updates.
  • Collaborate with various teams to ensure timely preparation and submission of client documents.
  • Draft client communications as required.
  • Assist advisors with scheduling and managing client appointments.
  • Confirm client meetings through appropriate channels.
  • Perform additional duties as necessary.
Qualifications:
  • Strong numerical accuracy and attention to detail.
  • Ability to prioritize tasks effectively in a collaborative environment.
  • Willingness to learn and adapt with a resourceful mindset.
  • Professional demeanor and appearance.
  • Proficiency in Microsoft Office; familiarity with CRM and financial management software is advantageous.
  • Consistently demonstrate integrity, initiative, and a friendly attitude.
Education and Experience:
  • A college degree is preferred; recent graduates with relevant degrees and experience will be considered.
  • A minimum of 2 years of relevant industry experience is preferred; experience in financial services is beneficial.
Diversity and Inclusion at NFP

NFP is committed to fostering an inclusive workplace that values diversity as a core asset. Research shows that diverse teams drive innovation and informed decision-making, enhancing employee engagement and client satisfaction.
  • Equal Opportunity: We are an equal opportunity employer, making employment decisions based on qualifications and business needs without discrimination.
  • Culture Add Over Culture Fit: We seek candidates who will bring unique perspectives and enrich our team dynamics.
  • Inclusive Excellence: We believe true excellence is achieved when every employee feels valued and included.
What We Offer

NFP provides a competitive salary, paid time off, 401(k) with matching contributions, exclusive discounts, health and wellness programs, and more. Our People First culture is centered on building and nurturing lasting relationships with our employees. The salary range for this position is competitive and will be determined based on various factors including experience and qualifications. This role may also be eligible for performance-based incentives.

NFP and You... Better Together

NFP is an inclusive Equal Employment Opportunity employer.