Client Relationship Specialist

Job Description

Job Description

The salary range for this position is $85,000-$90,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to View email address on ziprecruiter.com

You know what’s awesome? A high-paying job that respects your work-life balance. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. 

Job Description:

We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.

Responsibilities:

• Client onboarding, including preparation of new account paperwork and client information-gathering
• Account maintenance, including any account registration and account profile changes
• Asset movement processing, including journals, wire transfers and EFTs
• Assist with quarterly billing and performance reporting
• Client issue resolution
• Gathering tax information for clients and assisting with tax reporting
• Relationship management, including regular client contact
• General administrative functions, including but not limited to:
• Maintaining information in the Client Relationship Management System
• Exception report review
• Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.
• Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries
• Trade execution and trade error resolution, as may be applicable and required

Requirements:

• Bachelor’s degree
• Minimum of 4+ years relevant experience
• FINRA Series 7 and 66 licenses strongly preferred
• Familiarity with estates preferred
• Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
• Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
• Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

To apply to this hybrid role, please send your resume to John Sadofsky at View email address on ziprecruiter.com.

Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.