Client Service Specialist

This is a fully remote position, open to applicants in California.

📋 Description

• Provide precise and prompt assistance to advisors and clients.

• Take responsibility for client concerns and strive for swift resolutions.

• Manage communications between custodians and Operations alongside advisors or clients.

• Offer thorough operational support to clients.

• Serve as a dedicated advocate for clients with a compassionate approach.

• Prioritize and handle multiple requests concurrently.

• Efficiently manage a consistent influx of varied requests.

• Collaborate with internal teams to ensure a seamless experience.

• Use CRM platforms such as Salesforce to oversee case management.

• Keep open lines of communication with advisors and clients.

• Show care and empathy to assist advisors and clients effectively.

• Maintain high attention to detail for accurate processing.

• Foster a positive team atmosphere and provide training assistance.

⛳️ Requirements

• Over 3 years of experience in the RIA industry with client-facing service experience and custodial knowledge.

• In-depth understanding of industry fundamentals and back-office operations, including custodians like Charles Schwab and Fidelity.

• Proficient in utilizing Salesforce or a comparable CRM platform.

• Quick learner with exceptional information processing and organizational abilities.

• Strong analytical skills and the capacity for critical thinking.

• Adaptability and flexibility to thrive in a fast-paced environment.

• Ability to work effectively within a team.

• Comfort with technology and daily multitasking is essential.

🏝️ Benefits

• Health insurance.

• Retirement plans.

• Paid time off.

• Flexible work arrangements.

• Opportunities for professional development.

• Bonuses.