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Client Services Specialist

2 months ago

Charleston, West Virginia, United States Main Line Search Full time

Overview:

A prominent wealth management firm is seeking to expand its client services team due to recent growth. With over four decades of experience and managing assets exceeding $8 billion, this organization is consistently recognized as a leader in the financial services sector.

Key Responsibilities:

Client Relationship Management:

  • Establish and nurture robust relationships with clients through clear communication and proactive service.
  • Act as the primary contact for client inquiries, ensuring their needs are met and providing timely solutions.

Administrative Duties:

  • Support the processes of account creation and maintenance.
  • Efficiently manage documentation and paperwork, ensuring compliance with regulatory standards.

Communication and Coordination:

  • Work collaboratively with internal teams to address client requests and resolve issues.
  • Keep clients informed about account updates, market developments, and pertinent information.

Client Onboarding:

  • Assist new clients during the onboarding process, facilitating a seamless transition and comprehension of services offered.
  • Conduct orientation sessions to familiarize clients with the platform and available resources.

Issue Resolution:

  • Resolve client concerns effectively, collaborating with team members to provide prompt solutions.
  • Escalate complex issues to the relevant departments and ensure follow-up on resolutions.

Data Management:

  • Ensure accurate maintenance of client records within the CRM system.
  • Prepare reports and updates as required for both internal and client use.

Qualifications:

  • Bachelor's degree in Business, Finance, or a related discipline.
  • A minimum of 2 years of experience in wealth management client services or a similar field is preferred.
  • Exceptional interpersonal and communication skills.
  • Detail-oriented with strong organizational capabilities.
  • Ability to thrive in a dynamic environment and adapt to shifting priorities.
  • Familiarity with financial products and services is advantageous.