Job Overview:

Fiduciam Financial is a Private Wealth Management Firm comprised of a growing team of professionals whose focus is on caring for our clients in all aspects of their financial well-being. Through close collaboration, our teams of Financial Advisors and Client Service Specialists work together to ensure that our clients experience the height of excellence in all their interactions with us.

We are seeking a highly motivated and detail-oriented Client Services Specialist to join our team. As a Client Services Specialist, you will be responsible for managing client accounts and providing exceptional customer service. This role requires strong communication and relationship building skills. If you have a passion for delivering excellent client support and thrive in a fast-paced environment, we want to hear from you!

Responsibilities:
- Works directly with one of our financial advisors to support all aspects of client service including meeting prep, meeting participation, follow up tasks and transactions.

- Serves as the main point of contact for assigned clients, building strong relationships and ensuring client satisfaction
- Communicates with clients to understand their needs and provide appropriate solutions
- Manage client accounts, including onboarding new clients and maintaining accurate client records
- Collaborate with internal teams to coordinate projects and deliverables

Experience:
- Minimum Education Requirement: Associate's Degree

Previous experience in account management or customer service is a plus!
- Strong analytical skills with the ability to analyze data and draw meaningful insights
- Excellent project management skills, with the ability to prioritize tasks and meet deadlines
- Exceptional communication skills, both written and verbal, with the ability to effectively communicate complex information to clients

Job Type: Full-time

Pay: $45,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Vision insurance

Experience level:

• 1 year

Schedule:

• 8 hour shift
• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Client services: 1 year (Required)

Work Location: In person