Client Service Specialist
3 weeks ago
Matter Family Office is seeking a skilled Client Service Consultant to join our team. As a key member of our client service team, you will play a critical role in delivering exceptional service to our clients, ensuring their needs are met, and their goals are achieved.
Key Responsibilities- Manage client relationships, providing proactive and responsive support to ensure seamless execution of client-related work.
- Collaborate with client teams to maintain excellent communication, ensuring timely and accurate completion of tasks.
- Administer client accounts, including money movements, payments, and tax-related activities.
- Manage and organize client documents, ensuring secure and efficient access.
- Proven experience in a client service support or client management role, preferably in the financial industry.
- Bachelor's degree from a 4-year institution.
- Familiarity with industry-specific software, such as Practific, Egnyte, Tamarac, and/or Schwab, is a plus.
- Competitive salary and annual performance-based bonus.
- Comprehensive health insurance plans.
- Supplemented health savings account and health flexible spending account.
- Dependent care flexible spending account.
- Short- and long-term disability coverage.
- Paid group life insurance.
- Flexible 401(k) retirement benefits with employer matching.
- 10 paid holidays per year, plus competitive vacation and sick leave.
- Cell phone reimbursement plan.
- Opportunity for advancement based on performance, personal growth, and cultural fit.
- Support for continuing education and career growth.
- Strong support for volunteer, community, and/or industry involvement.
All applicant information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.
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