Client Relationship Specialist

3 weeks ago

Highland Park, United States Larson Maddox Full time

Position: Client Relationship Specialist

Type: Hybrid (3x onsite)


Job Summary:

A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.


Responsibilities:

  • Account upkeep, encompassing account registration and adjustments to account profiles as necessary
  • Client onboarding, involving the assembly of new account documentation and the collection of client information
  • Collecting client tax data and aiding in tax reporting processe
  • Management of asset transfers, covering journal entries, wire transfers, and electronic fund transfers (EFTs)
  • Supporting quarterly billing and performance reporting
  • Executing trades and resolving trade errors when necessary
  • Managing client relationships, including maintaining regular contact
  • Maintaining information in the Client Relationship Management System


Requirements:

  • Bachelor’s degree
  • Minimum of 3 years relevant experience required
  • FINRA Series 7 and 66 licenses required
  • Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred


Benefits:

  • Flexible hybrid schedule
  • Generous PTO
  • Growth and developmental opportunities
  • Medical, Vision, Dental, and 401k matching

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