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Client Relations Specialist

2 months ago

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

Overview:

A prominent wealth management firm is seeking several Client Services Associates to enhance their team in response to expansion. With over four decades of experience and managing assets exceeding $8 billion, this organization is consistently recognized as a leading financial services provider in the region.

Key Responsibilities:

Client Relationship Management:

  • Develop and sustain robust relationships with clients through effective communication and proactive service.
  • Act as the primary contact for client inquiries, addressing their needs and providing timely solutions.

Administrative Duties:

  • Support account opening and maintenance procedures.
  • Efficiently manage documentation and paperwork, ensuring accuracy and adherence to regulatory standards.

Communication and Coordination:

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

Client Onboarding:

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

Issue Resolution:

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

Data Management:

  • Maintain precise client records and information within the CRM system.
  • Prepare reports and updates as necessary for both internal and client use.

Qualifications:

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