Client Service Specialist
Core
Provide front desk support and practice management assistance for financial advisors, handling administrative tasks, client scheduling, and data entry.
Role type
Administrative Client Service Specialist
Builds
Operational support for financial advisor practices
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
General administration, client file management, appointment scheduling, data entry, expense processing, reception duties, confidentiality, professionalism, interpersonal communication, multitasking
Preferred skills
Business basics understanding, client relationship management, marketing program support
Technologies
Various applications for client data entry
Responsibilities
Log and distribute correspondence, manage client files, answer phones and greet clients, schedule appointments, enter client data, process expense submissions, support branch events
Seniority
Entry-level to Junior, hands-on IC