Client Relationship Specialist
2 weeks ago
Job Overview
The main responsibility of this position is to deliver exceptional client service management assistance to our clientele while providing operational support to advisory teams. The successful candidate will collaborate effectively with financial advisors and custodians in establishing new client accounts, executing trades, managing liquidity, and maintaining existing client relationships. The compensation range for this role is $70,000-$90,000.
Key Responsibilities
- Collaborate closely with financial advisors to assist their clients
- Oversee cash balances and daily asset transfers within accounts
- Coordinate and manage the onboarding process for new accounts, including SMA and alternative investments
- Monitor custodian platforms for alerts and NIGOs affecting client accounts
- Build strong relationships with custodians to ensure outstanding client service
- Act as a primary liaison to other operational departments supporting the business, particularly marketing.
- Ensure compliance with all KYC standards and maintain organized materials consistently.
- Exhibit strong project management skills to facilitate clear communication and task execution while adhering to deadlines
- Utilize your operational expertise to contribute to the growth of the business
- Serve as the main point of contact for Salesforce and related CRM activities, including managing mailing lists.
- Provide calendar management for advisors, including pre-call and post-call planning and preparation of collateral materials.
Personal Attributes
- Team-oriented, respectful, with high integrity and humility
- Self-motivated, capable of following directions while providing insights on new initiatives
- Detail-oriented with excellent organizational skills and the ability to manage multiple tasks
- Exceptional written, verbal, and listening communication abilities
- Comfortable in a dynamic, fast-paced, and deadline-driven environment
Required Skills and Qualifications
- 2-3 years of relevant experience in client service
- Strong passion for client service management
- Confidence in conducting conference calls, preparing meeting agendas, and documenting meeting minutes with clients and business teams
- Ability to navigate online custodian platforms, such as Schwab and Fidelity
- Demonstrates awareness of potential risks and knows when to escalate issues
- Familiarity with industry standards and regulations to propose new processes and controls as necessary
- Series certifications are not mandatory but considered an advantage
- Highly skilled in Microsoft Office applications
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