Company Overview
We believe that the greatest impact of wealth is the ability to empower you to live your best life. This means providing for your loved ones, supporting the causes that matter most to you, and making a meaningful difference in the world—all while enjoying a life of purpose and fulfillment.
About the Job
As our firm continues to grow and thrive, we are seeking an experienced Client Service Specialist to join our team. We are a fee-based Wealth Management and Financial Planning Firm with strong client retention and a commitment to making a positive impact on our clients’ lives.
This role is perfect for someone with 1-5 years of client service experience in financial services who is eager to work with an industry leader. Under the guidance of the Senior Client Service Specialist, you will play a crucial role in delivering exceptional service and building strong client relationships.
What We’re Looking For
We seek smart, driven professionals who are passionate about helping clients achieve their financial goals. Strong interpersonal skills are essential for managing both client relationships and internal team collaboration. We put our Fiduciary Duty at the heart of everything we do, always prioritizing our clients’ best interests.
Our firm is a boutique wealth management and financial planning company with a bold vision. Despite our size, we have the technology, systems, and resources typically found in large firms, allowing us to deliver proactive, goal-based financial planning and wealth management of the highest caliber.
Key Responsibilities
- Deliver an exceptional client experience, exceeding expectations in every interaction.
- Ensure accuracy and attention to detail in all work.
- Prepare materials for client meetings.
- Develop and manage client relationships.
- Collaborate with the Advisory Team to support both existing and new clients.
- Handle custodial paperwork, correspondence, and client service requests.
- Schedule client meetings and assist with onboarding new clients.
- Execute firm procedures and support strategic initiatives as needed.
Qualifications & Skills
- Highly organized, proactive, and detail-oriented with strong follow-up skills.
- Bachelor’s degree (preferably in a related field).
- 1-5 years of experience in client services within an advisory firm.
- Proficiency in Microsoft Outlook, Word, and Excel; CRM experience preferred.
- Ability to work independently with minimal supervision.
- Strong oral and written communication skills.
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