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
Client Service Specialist (Administrative & Practice Support)
Builds
Administrative workflows and client experience for financial advisor practices
Domain
Financial Services / Wealth Management
Required skills
Administrative coordination, Client scheduling, Data entry, Office management, Reception duties, Financial practice support
Preferred skills
Business basics understanding, Client relationship management
Technologies
Various applications for client data entry
Responsibilities
Answer phones and greet clients, Log and distribute correspondence, Maintain client files and office supply management, Schedule client appointments and support branch events, Enter client data into applications, Support advisor preparation for client meetings