Client/Customer Support Rep

The Client Experience Specialist plays a pivotal role in delivering an exceptional client experience. This position involves direct interaction with colleagues, clients, prospective clients, and vendors. The ideal candidate will thrive in a client‑centric environment, prioritizing the needs of both internal and external stakeholders.

Description

Offer comprehensive administrative support to Client Advisors and Associates, ensuring seamless operations and client satisfaction.

Manage the efficient retrieval and delivery of tax documents, ensuring timely and accurate processing.

Collaborate with financial custodians such as Schwab and Fidelity to facilitate the opening and maintenance of accounts, process financial transactions, and resolve any account discrepancies.

Prepare and draft necessary documentation, including account opening forms, subscription agreements, and maintenance forms.

Work collaboratively with the Client Experience Team to ensure comprehensive support and coverage for all advisory teams within the firm.

Prepare investment documentation and liaise with fund managers to process and finalize investment requests, fund transfers, and other related tasks.

Adhere to confidentiality and compliance policies, maintaining the highest level of discretion in all operations.

Provide administrative support to the front office as needed.

Highly effective in both verbal and written communication.

Enhance the client experience by recognizing significant life events through thoughtful communication and personalized gestures, such as customized gifts.

Perform other duties as assigned.

Skills & Qualifications

High School Diploma required.

Experience in client management or client service in an office environment preferred.

Possess the ability to comprehend and effectively communicate operational processes to Client Advisors, Associates, and Clients.

Demonstrated ability to manage multiple client requests, onboarding workflows, and administrative responsibilities with efficiency and independence, ensuring timely and accurate service delivery in a fast‑paced environment.

Strong time management, organizational, analytical, and problem‑solving skills with the ability to provide alternative approaches and solutions and exhibit good judgment.

High attention to detail to accurately handle and process client documents.

Working knowledge of Microsoft Office Suite.

Notary or willingness to obtain certification.

What We Provide
Caprock is committed to investing in its people and the communities we serve.

Competitive base salary and bonus structure.

Contribute the maximum allowed to employee 401(k) plans.

Employer paid premium for health/dental/vision benefits for employees and their dependents.

Paid parking and phone reimbursement.

10 paid holidays.

Flexible Paid Time Off.

Caprock is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetics, disability, age, or veteran status.

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