Client Service Specialist

Job Description

New York, NY (Grand Central Area)

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Salary: $85,000 - $100,000 per year

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Work Schedule: 4 Days In-Office

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Position Overview

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We are seeking a highly organized and client-focused Client Service Specialist to join our growing wealth management team in New York City. Located near Grand Central Station, this role serves as a primary point of contact for high-net-worth clients, ensuring an exceptional service experience while supporting Financial Advisors and Wealth Management professionals with account administration, client communications, and operational activities.

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The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, relationship-driven environment where client service excellence is paramount.

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Key Responsibilities

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• Serve as a primary service contact for clients, responding promptly to inquiries and requests.
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• Manage account opening, maintenance, transfers, and other client service transactions.
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• Coordinate client onboarding and ensure all documentation is completed accurately and in compliance with firm policies.
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• Assist advisors with preparing meeting materials, investment reviews, and client presentations.
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• Schedule client meetings and maintain advisor calendars.
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• Process paperwork related to account updates, money movements, and service requests.
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• Monitor account activity and follow up on outstanding client documentation.
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• Maintain accurate client records within CRM and portfolio management systems.
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• Collaborate with custodians, operations teams, and third-party service providers to resolve client issues efficiently.
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• Support client retention efforts by delivering a high-touch and personalized service experience.
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• Ensure adherence to regulatory requirements, compliance procedures, and firm policies.
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Qualifications

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• Bachelor's degree preferred.
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• 3+ years of client service, wealth management, private banking, financial services, or related experience.
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• Strong understanding of investment accounts, wealth management operations, and financial industry practices.
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• Experience supporting Financial Advisors, Relationship Managers, or Wealth Advisors preferred.
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• Proficiency with CRM systems, Microsoft Office Suite, and wealth management technology platforms.
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• Strong organizational skills with exceptional attention to detail.
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• Excellent written and verbal communication skills.
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• Ability to manage multiple priorities in a deadline-driven environment.
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• Professional demeanor and commitment to providing outstanding client service.
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Preferred Qualifications

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• Experience working with high-net-worth or ultra-high-net-worth clients.
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• Knowledge of custodial platforms such as Schwab, Fidelity, Pershing, or Raymond James.
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• FINRA licenses (Series 7 and/or Series 66) are a plus but not required.
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• Familiarity with money movement, account opening, and investment operations processes.
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Compensation & Benefits

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• Competitive base salary: $85,000 - $100,000 annually
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• Performance-based bonus opportunity
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• Medical, dental, and vision insurance
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• 401(k) with company match
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• Generous paid time off and holidays
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• Hybrid work schedule with 4 days in-office
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• Convenient office location near Grand Central Station
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