Client Relationship Specialist

2 weeks ago

Chicago, Illinois, United States Kovitz Full time

POSITION SUMMARY

The Client Relationship Specialist plays a vital role within the Wealth Management division, delivering a comprehensive range of technical and client management assistance to Senior Advisors, Advisors, and clients of Kovitz. This position serves as a bridge connecting clients, Advisors, custodians, and the Operations Team. Our Client Relationship Team oversees all facets of client interactions, prioritizing exceptional service and adhering to the highest ethical and professional standards.

An effective Client Relationship Specialist at Kovitz is dedicated to client satisfaction, exhibits outstanding communication and time management abilities, and approaches tasks with a commitment to precision in all client-related deliverables.

Key Responsibilities

  • Deliver diverse services and proactive follow-up to clients and the Wealth Management Team, including the preparation of new account applications, asset transfer documentation, and specific client requests across various custodians (e.g., check requests, distributions).
  • Respond promptly to and resolve client inquiries and requests.
  • Establish collaborative relationships with colleagues, custodians, and client representatives (accountants, business managers, attorneys, etc.) to ensure superior service delivery.
  • Oversee the setup of new accounts, closure of accounts, and transfers; troubleshoot issues with custodians and keep all stakeholders informed through regular updates.
  • Engage in regular meetings with Advisor Teams to prioritize tasks, provide timely updates on client service activities, and escalate potential concerns.
  • Input and maintain accurate client data in our CRM system (Salentica).
  • Organize electronic records and files while updating client information as necessary.
  • Collaborate with the Client Relationship Team to enhance training materials, including ongoing updates to the OneNote Training Guide.
  • Participate in team meetings and firm initiatives/projects aimed at refining policies and procedures and enhancing the client experience.

Preferred Qualifications

  • Bachelor's Degree with a minimum of 5+ years of client service experience in an RIA firm or 8+ years of relevant professional experience.
  • Understanding of brokerage or registered investment advisory firm operations, ideally with prior exposure to RIA end-clients.
  • Detail-oriented with strong organizational skills, capable of thriving under pressure while meeting tight deadlines.
  • Familiarity with custodial platforms (NetX360, Schwab Advisor Center) is preferred.
  • A genuine interest in learning and improving all aspects of the role, including technological and organizational strategies.
  • Ability to manage multiple competing priorities effectively.
  • Excellent written and verbal communication skills.
  • Proficient in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.

ADDITIONAL ROLE INFORMATION

  • Job Type: Full Time (In office 3 days a week)
  • Compensation Structure: Base Salary + Bonus
  • Reports to: Client Service Manager
  • Number of Direct Reports: n/a

BENEFITS OVERVIEW

  • Medical, Dental & Vision with Health Savings Incentive
  • Employer-paid Disability & Life Insurance Programs
  • 401(k) with Profit-Sharing
  • Employee Wellness Reimbursement
  • Paid Time Off (PTO) & Sick Days
  • Family & Sabbatical Leave Programs
  • Personal & Professional Development Reimbursement

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