Client Service Specialist

The Client Service Specialist plays a key role in delivering exceptional client experiences and supporting the growth of client relationships. This position requires a minimum of one year of experience in client relationship management or customer support within the financial services industry. You will act as a trusted point of contact for clients, ensuring smooth onboarding, accurate documentation, and ongoing service excellence. Responsibilities: • Work alongside Wealth Managers with the transition and conversion from prospect to client • Develop and maintain ongoing relationship with clients • Serve as a point of contact for clients, addressing inquiries, coordinating requests, and guiding them through services • Act as liaison between client and Wealth Manager and/or internal and external support teams • Manage onboarding of new clients by collecting essential documentation, managing CRM data entry, and managing account openings • Prepare and organize materials for client signings and notarizations • Review all executed client documents for accuracy and completeness • Work closely with client to ensure CRM data and Custodial accounts and data meet plan goals • Manage daily client requests, including updating account information, completing transactions, completing rollovers, etc. • Manage and review all client data storage, documentation, and transactions according to our internal compliance policies • Assist with training Client Service new hires • Monitor internal process improvements to elevate client experience and departmental efficiency • Develop and train on existing and new technology used within Client Services What you need to have: • Minimum 1 year of experience in client relationship management or customer support role • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) • Strong organizational skills and attention to detail • Excellent communication and interpersonal skills • Ability to manage multiple priorities and work in a fast-paced environment • Financial services industry experience preferred • Familiarity with CRM systems (e.g. Salesforce) and account management processes a plus #LI- Hybrid