Client Service Specialist
Core
Primary relationship manager for existing clients ensuring exceptional client experience and supporting advisors in delivering wealth management services.
Role type
Client Service Specialist (Relationship Management)
Builds
High-touch client experience and seamless onboarding for wealth management clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, CRM administration, client onboarding coordination, meeting preparation, data management, report generation, issue resolution, workflow management
Preferred skills
Wealth management environment experience, CRM system familiarity, Microsoft Office proficiency, technical aptitude, account maintenance support
Responsibilities
Serve as first point of contact for client inquiries, facilitate new client onboarding and portal setup, maintain accurate client records in CRM, prepare client meetings and documentation, coordinate follow-up activities, generate service reports
Seniority
Individual Contributor, 2+ years experience
