Client Service Specialist
Core
Provides day-to-day administrative and service support to clients and advisors, ensuring accurate processing and timely follow-through for a growing advisory firm managing $1.2B in assets.
Role type
Client Service Specialist (Administrative Support)
Builds
Client onboarding, account servicing, and operational workflows for financial advisors
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Client onboarding, account servicing, document review, workflow tracking, custodian coordination, Microsoft Excel proficiency
Preferred skills
Securities licenses (Series 7, 63/65/66), experience in finance/accounting
Responsibilities
Manage front office reception duties, support client onboarding and ongoing account servicing, review and process client documentation for compliance, track client workflows and deadlines, coordinate with custodians and internal teams
Seniority
Individual Contributor