What are the responsibilities and job description for the Client Experience Specialist position at Caprock?
Overview
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.
- 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;
- Very flexible Paid Time Off;
- And more...
Caprock is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, genetics, disability, age, or veteran status.