Private Client Service Specialist

Location

Lancaster, Pennsylvania – full-time position, on-site

Candidates must be authorized to work in the U.S. and be located within commuting distance of Lancaster, PA, or be willing to relocate independently.

Purpose

At Greenspring, our Core Purpose is to “help every person live their ideal life,” and we are looking for talented people who share this passion. Working at Greenspring gives you the ability to:

• Own your future with defined career paths and tools, coaching, and support to help you create the future you want
• Thrive in a great culture where you’ll be a part of a team of people who are committed to each other’s success
• Make a lasting impact on the lives of our clients through the camaraderie of working for a common goal with your peers

The Client Service Specialist will provide support to the Private Client Service Team across the Lancaster, Towson, and NYC offices, partnering with Team Leads to execute client service needs efficiently.

This position is critical to creating positive client experiences and fostering a culture of teamwork and collaboration. This individual spends almost all their time on client-servicing activities so that the advisors can focus efforts on growing the firm.

Responsibilities

The responsibilities listed below are intended to describe the general nature and level of work being performed; it is not an exhaustive list of all responsibilities, and additional duties may be assigned.

• Coordinate and process a broad range of service activities, such as: Onboarding new clients, initiating and resolving Service Requests, handling day-to-day client inquiries and requests, processing money movement transactions, and preparing documents, all in accordance with firm procedures and compliance standards.
• Process tasks and resolve issues in a timely and accurate manner.
• Manage relationships with clients and internal and external resource providers.
• Partner with Financial Advisors to fulfill client requests and service-related issues.

Specific Measures of Success

• Quickly responds to client requests and resolves open tasks according to practice group standards.
• Proactively eliminates obstacles before they become issues. Prioritize and manage multiple tasks in a fast-paced environment, resolving routine issues independently and escalating time-sensitive, complex, or compliance-related matters appropriately.
• Demonstrates efficiency in working with multiple advisors and multiple clients by leveraging firm resources and tools.
• Ensure consistent documentation so any team member can understand request status, history, and next steps.
• High degree of pride in the accuracy and quality of your work product.
• Understands the differences between custodians and their processes and workflows (what forms are needed to accomplish different tasks, alternate options, and processing requirements).

Industry/Business Experience

0 to 2 years in financial services and/or an administrative operations role preferred

Education

College degree or comparable experience.

Skills and Knowledge

• Always focused on client needs and customer service
• Detail-oriented and methodical
• Follows up and follows through
• Exceptional organizational skills with a proven ability to multitask and manage multiple projects
• A team player with good interpersonal skills and the ability to work collaboratively across departments
• Excellent oral and written communication skills
• Demonstrated problem-solving abilities
• Adaptable and effective, delivering consistent results
• A self-starter who is assertive, proactive, independent, and accommodating
• Expert in most Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Salesforce or another CRM platform is a major plus. Fidelity and Schwab custodian experience is helpful.

Requirements/Additional Information

• The first 90 days of employment will include an extensive, hands-on, in-person onboarding/training program.
• After the first 90 days and with your manager’s approval, the Candidate may be eligible to work from home for a specified number of days per month.
• Start base salary range: $50,000-$65,000, with the opportunity to earn an additional discretionary annual bonus of up to 10% of earnings.
• This position will report to the Associate Director and Team Leader of the Lancaster Client Service Team.

Firm Profile

We look to hire talented individuals with leadership potential, integrity, a sharp analytical mind, creativity, and the ability to work interdependently with others. We offer a competitive compensation package including:

• Medical, Dental, and Vision Insurance Offered
• Health Savings Accounts and Flexible Spending Accounts
• 401(k) Plan with employer match and discretionary profit-sharing contributions
• Paid Time Off + Volunteer PTO
• GREEN Units (phantom equity ownership in the firm after two years)
• Sabbatical after 7 years of service
• Paid Short-Term and Long-Term Disability Insurance
• Paid Group Life Insurance
• Employee Assistance Program
• Free financial planning and investment advice
• Annual professional development stipend for continuing education, courses, conference attendance, etc.
• Cellphone reimbursements
• Matching Charitable Gifts Program
• Stand-up desks, dual computer monitors, and team engagement events