Senior Client Service Specialist
Core
Client Service Support Specialist providing day-to-day support to a Financial Adviser in the Private Wealth sector, managing client administration, service delivery, and compliance for high net-worth clients.
Role type
Senior Client Service Specialist (Financial Planning Support)
Builds
Client service delivery and administrative workflows for high net-worth clients
Domain
Financial Planning / Private Wealth
Deliverable
client delivery
Required skills
Client administration, Financial advice processes, Compliance standards, Documentation preparation, Stakeholder liaison, Process improvement
Preferred skills
Financial planning software proficiency (Xplan, CRM), Microsoft Office Suite
Responsibilities
Managing client administration and service delivery, Coordinating documentation for client meetings (SOAs, review packs), Managing implementation of advice and client requests, Liaising with clients and providers, Maintaining client records, Identifying process improvement opportunities
Seniority
Senior, hands-on IC