Custom SMA Client Service Specialist
Core
Provide excellent service to intermediary clients (RIAs, wealth management firms) by managing client accounts, supporting onboarding, and resolving service requests.
Role type
Senior Client Service Specialist (Financial Services)
Builds
Client service experience and account management processes for financial intermediaries
Domain
Wealth Management / Asset Servicing
Deliverable
client delivery
Required skills
Client account management, Client onboarding support, Internal system navigation, Issue resolution, Cross-functional coordination, RFP support
Preferred skills
Knowledge of custom SMAs, Knowledge of financial intermediaries (RIAs), MS Office proficiency
Responsibilities
Support assigned client accounts and manage client activities, Monitor client onboarding progress and documentation, Support users on NTAM's DI Client Advisor Portal, Ensure timely resolution of client issues and service requests, Coordinate with internal teams for client requests, Escalate complex issues to appropriate teams, Participate in client conference calls and onboarding events, Assist in RFP responses related to client service
Seniority
Mid-Senior, hands-on IC