Client Service Specialist

2 weeks ago

Montpelier, VT, United States Maple Capital Management Full time

2 days ago Be among the first 25 applicants

As a Client Service Specialist, you will work closely with our Client Portfolio Managers and Operations Team, focusing on opening and maintaining client accounts, providing clients and advisor partners a high level of service, and assisting in various marketing and investment activities.

About Maple Capital

Founded in 2004, Maple Capital Management is built on the belief that every portfolio should be tailored to meet the unique goals of each client. With a strong reputation as a trusted investment manager for families, institutions, and insurance companies across the country, we combine deep expertise with a personalized approach. We are committed to cultivating a high-performing team that thrives in a vibrant, health-conscious, and outdoors-oriented environmentright here in Montpelier, Vermont.

Why Join Maple Capital

  • Opportunity to grow with an employee-owned, fast-rising Registered Investment Advisor (RIA), where your contributions directly fuel our continued success
  • Flat organizational structure that encourages cross-functional collaboration and offers hands-on exposure to all areas of the business
  • Culture rooted in wellness, teamwork, and excellence, fostering both personal and professional growth
  • Regular company outings that build camaraderie and strengthen team bonds
  • Enthusiastic, client-focused team committed to continuous improvement and high standards of service
  • Ideal for professionals seeking challenge, growth, and meaningful impact in a dynamic investment environment

Duties and Responsibilities:

  • Build relationships and deliver superior service to our clients and advisor partners.
  • Assist clients and advisors in settling estate cases.
  • Manage incoming client and advisor partner requests.
  • Gather information and ensure accurate account setup in both advisor partner and Maple systems.
  • Configure and train clients on our portal.
  • Effectively communicate progress with other team members.
  • Process money movements and assist with charitable giving requests.
  • Additional account maintenance requests.
  • Build trusting relationships and serve as a liaison for clients.
  • Accurately enter and update client information in our databases and systems.
  • Review and audit data for accuracy and provide data and reports to team members as needed.
  • Provide support to our business development and internal marketing team.

Our next Client Service Specialist has:

  • A propensity to follow through and ensure that tasks have been completed in a timely manner.
  • The ability to handle competing priorities with grace and composure.
  • A desire to serve clients.
  • Strong written and verbal communication skills and is comfortable interacting with colleagues, and clients.
  • Over 2 years of financial services experience (preferred).
  • A true interest in the investment profession.
  • A bachelors degree from an accredited college or university (preferred).
  • Experience with Client Relationship Software (preferred).

Seniority level: Entry level

Employment type: Full-time

Industry: Investment Management

Referrals increase your chances of interviewing at Maple Capital Management by 2x

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