Client Service Specialist
Core
Provide front desk administrative support and practice management assistance for financial advisors, handling client files, scheduling, and office operations.
Role type
Client Service Specialist (Administrative & Practice Support)
Builds
Administrative workflows and client experience for financial advisor practices
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
General administration, client file management, scheduling, data entry, office supply management, reception duties, expense processing, event support
Preferred skills
Business basics understanding, client relationship management, marketing program support
Technologies
Various applications for client data entry
Responsibilities
Log and distribute correspondence, maintain client files, answer phones and greet clients, schedule appointments, enter client data, support practice marketing events, assist in meeting preparation
Seniority
Entry to Mid-level, individual contributor