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Client Service Specialist (Seattle, WA)
The Client Service Specialist is an integral part of the team serving as the true connection between clients, support team, and Wealth Managers. This great communicator, influencer and enthusiastic person will support our client's culture, vision, and team spirit are built upon their values which are:
· Grace & Empathy
· Generosity & Gratitude
· Passion & Excellence
· Integrity & Pride
They focus on these values in how they act, what they do, and how they serve clients.
The Client Service Specialist position provides client service support to the firms’ clients and assists with administrative support in the day-to-day operations of the firm. They are also responsible for completing assigned projects and work closely with the Advisory and Client Services teams. The Client Service Specialist focuses on day-to-day operations to deliver on the Transformational Advisory Group client experience utilizing the Transformational Advisory Group Client Experience Process.
This position requires a pro-active approach and an ability to independently carry out the duties of the position. The ideal candidate will exhibit high standards, excellent communication skills, good judgment, and an ability to take initiative, and prioritize daily tasks. The ability to effectively manage time and multi-task with attention to detail is critical to this role.
II. ESSENTIAL RESPONSIBILITIES
Client and Firm Engagement
· Provides administrative support as needed, including greeting clients, managing client contacts and scheduling, booking travel, producing financial reports, and creating presentation materials
· Maintains and retains office files consistent with firm/professional policies and requirements
· Supports marketing and client events as requested including newsletters, blog, social, website, communications, office events, etc.
· Conducts other administrative related tasks and projects as needed
· Facilitates client paperwork completion
· Provides quality review of client requests and submits to Wells Fargo for processing
· May specialize in single areas such as compliance, HR, marketing, retirement plan services, or financial planning functions.
· Mentor/trains associates
· Steps down to other roles as necessary
Advisory
· Attends periodic Client Prep meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings
· Supports and completes back-office requests including new account opening, account maintenance request, and client requests
· Accountable for client relationships managed and client process within the Client Service Specialist responsibilities including delivery of the TAG Client Experience.
· Leads back-office support initiatives and/or core projects that support Advisory teams
· Gathers and prepares necessary information for advisory meetings with clients.
· Provide trading and portfolio support / functionality as directed.
Compliance
· Supports Compliance to maintain an effective and robust investment advisory compliance program
· Conducts certain compliance program tests
· Performs other compliance related tasks and projects as assigned
Experience and Education
· Bachelor’s degree preferred
· Pursing Series 7, 66 and/or FPQP (Financial Planning Qualified Paraplanner) Certification or similar
· 3-6 years in Client Service Role
Skills and Knowledge
· Subject Matter Expert in Client Service Roles
· Excellent communication skills (verbal, written and listening)
· Knowledge of wealth management operations, regulations, compliance, and oversight
· Demonstrates personal integrity, honesty and can deal with confidential information daily
· Ability to handle stress in an ever-changing investment market
· Excellent time management and strong organizational skills
Ability to prioritize multiple tasks and anticipate potential problems
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
Benefits:
Compensation package:
Schedule:
License/Certification:
Ability to Commute:
Ability to Relocate:
Work Location: Hybrid remote in Seattle, WA 98104
Full Time
$84k-113k (estimate)
03/28/2024
07/25/2024
transformationaladvisory.com
<25
The job skills required for Client Service Specialist include Client Service, Scheduling, Initiative, Integrity, Communication Skills, Presentation, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Specialist positions, which can be used as a reference in future career path planning. As a Client Service Specialist, it can be promoted into senior positions as a Customer Service Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Specialist. You can explore the career advancement for a Client Service Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Specialist for your reference.
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Quotes from people on Client Service Specialist job description and responsibilities
Build and nurture strong personal relationships with clients.
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These positions require familiarity with customer services tools and programs.
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Communicate clearly with customers.
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