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Title

Client Services Specialist 

Position Client Services Specialist  
Category Administration  
About the Organization We are in the 'people business' first and foremost, and we are constantly seeking the very best financial minds to work for our firm.


We embrace diversity, partnership and collaboration among staff members, capitalizing on each employee's strengths. Our culture of focusing on each client's distinct needs has led us to develop a team structure and approach to serving our clients.  
Description

Position Summary

This is a detail oriented administrative position that supports multiple planning and investment teams in providing exceptional and high-level organizational and administrative support. The position supports teams by preparing forms, reports and documents; completing asset/cash transfers; scanning documents into document portal(s); as well as other administrative tasks to support teams.

Essential Duties and Responsibilities

  • Verify the accuracy of the information contained in client reports
  • Ensure the timely completion of assigned tasks related to client records
  • Communicate and coordinate with clients to obtain and process paperwork
  • Prepare, deliver, and process forms and documents
  • Process asset/cash transfers accurately and in a timely manner
  • Scan documents to document retention
  • Other administrative duties as needed to support the planning and investment teams
 
Position Requirements

Required Skills and Experience

  • Excellent oral and written communication skills.
  • Working experience in a Windows environment
  • Proficiency in Microsoft Office applications
  • Experience working with Web-enabled applications and database software
  • Experience supporting multiple teams and prioritizing high-level administrative tasks
  • Ability to prioritize workload
  • Detail oriented
  • Ability to work independently and with teams
  • Desire and ability to solve problems and improve processes

Preferred Skills

  • Experience with various portfolio management and client relationship software such as Tamarac, Salentica, Schwab Institutional, Wealthscape, and SalesForce.

Education and Job Experience Requirements

  • 1 -3 years of high-level administrative experience
 
Salary Range $50,000 - $55,000  

This position is currently accepting applications.

Apply Now



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