Client Service Specialist
Core
Support financial advisors in daily operations and provide direct client relationship support to ensure accurate account setup and a unique client experience.
Role type
Client Service Specialist (Financial Planning Office)
Builds
Client seminars, appointment schedules, and practice management workflows
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, Office workflow management, Account setup and data entry, Client communication (phone/in-person), Regulatory compliance adherence, Project coordination
Preferred skills
Series 7, Series 66, State life/accident/health insurance licenses
Technologies
MOD, Go Social, Advisor website
Responsibilities
Maintain client management system, Conduct transaction requests, Coordinate client appreciation events and seminars, Answer client questions regarding account servicing, Maintain files and records per retention policy, Schedule meetings with clients or prospects
Seniority
Mid-level, hands-on IC