Client Specialist
Core
Coordinate client onboarding, manage communications, support account operations, and organize client events for Financial Advisors in Private Wealth Management.
Role type
Client Specialist (Administrative/Operations)
Builds
Client service plans, account paperwork, event materials, and transaction execution for wealth management clients.
Domain
Financial Services / Private Wealth Management
Deliverable
client delivery
Required skills
Client onboarding coordination, CRM management, transaction execution, regulatory compliance, event organization, Microsoft Office proficiency, securities order entry
Preferred skills
AI-enabled tools adoption, social media management, proactive investment opportunity review
Responsibilities
Manage Financial Advisor prospect pipeline and proposal generation, answer incoming calls and manage client needs, schedule client appointments, assemble meeting materials, maintain CRM system, organize seminars and client events, enter security orders for stocks/bonds/options, review investment opportunities and notify advisors
Seniority
Mid-level, hands-on IC