Client Service Specialist
Core
Support financial advisers and clients by managing operational tasks, scheduling, paperwork, and CRM updates to ensure smooth processes and exceptional service.
Role type
Client Service Specialist (Administrative & Operational Support)
Builds
Operational workflows and client service delivery for a wealth management firm
Domain
Financial Advice / Wealth Management
Deliverable
dashboards & analysis
Required skills
Appointment management, CRM data entry, client correspondence, workflow management, compliance adherence, organization
Preferred skills
Client relationship building, process improvement, independent task management
Responsibilities
Manage client appointments and schedules, handle client paperwork and applications, update CRM records, act as a point of contact for clients and third parties, contribute to process improvement
Seniority
Junior to Mid-level, hands-on IC