Wealth Client Service Specialist

GENERAL JOB DESCRIPTION

The Wealth Client Service Specialist will be a member of a team that supports high net worth client relationships to include comprehensive concierge services for our Family Office clients on both an accounting and personal level including account-related services, new business matters, account set-up and overall client service requests.

MAJOR DUTIES AND RESPONSIBILITIES

• Work closely with the Wealth Manager, Client Services and Client Accounting teams to support clients and prospects.
• Serve as a key liaison to other areas supporting the client needs and solutions.
• Act as a facilitator on real estate and auto transactions, assisting clients with placing insurance claims, proactively monitoring credit reports, coordinating moves and the setup of utility services as well as travel arrangements.
• Assist with and manage new client on-boarding process within the Family Office.
• Work closely with the Client Accounting Team to maintain client accounts – including opening and closing client accounts, preparing transfer forms, address changes, maintenance of master account list
• Assists with preparing and processing client wire transfers
• In coordination with the Wealth Manager, meets with clients to fulfill requests, gather documents and general follow-up.
• Consistently and proactively follow up with clients to ensure timely execution of all open items.
• Develop strong product knowledge and client relationship management skills.
• Prepare preliminary client correspondence and professional client presentation materials.

EXPERIENCE/CREDENTIALS

• Bachelor’s degree and/or equivalent experience
• Ability to work in an entrepreneurial, fast paced environment and provide leadership
• Thrives in a high energy team-based environment
• Excellent problem solving and communication skills
• Proficient with Microsoft Office Suite
• Maintain absolute confidentiality of client information
• CRM and QuickBooks experience is a plus

COMPETENCIES

• Thrives in a fast-paced and dynamic team-based environment
• Passionate about service for clients
• Maintains absolute confidentiality of all client information and safeguards client and company data; maintains high ethical standard in all practices
• Driven and resourceful to find answers to client account requests
• Ability to expedite and prioritize requests from clients and sales team for best execution
• Strong organizational skills: ability to analyze, interpret data/instructions, and knows to ask questions
• Organized, detail-oriented, and able to multitask and meet deadlines
• Strong verbal and written communication and interpersonal skills
• Tax, Banking, and Investment knowledge a plus
• Motivated to learn about all areas of the division and firm as part of a growing and fast paced team
• Professional demeanor, superb work ethic, high level of personal ethics and integrity