What are the responsibilities and job description for the Client Service Specialist position at Gray, Gray & Gray?
CLIENT SERVICE SPECIALIST
Gray Private Wealth (GPW) is an independent, privately-owned wealth management firm affiliated with a regional accounting and consulting firm. Gray Private Wealth specializes in comprehensive investment advice tailored to the complex needs and objectives of our entrepreneurial and high-net-worth clientele.
We seek a team-oriented individual to join our growing wealth management practice. The Client Service Specialist (“CSS”) will support business operations and play a key role in the client service function by assisting portfolio managers and working directly with clients. This includes taking the lead on client related activities, tracking progress, and communicating effectively between the custodian and the client portfolio management teams to ensure desired results are achieved without error or omission. This position is a full-time hybrid role, with requirements to be on-site in our Canton, MA location at least 2 days per week during our normal business hours of Monday through Friday from 8:30AM to 5:00PM.
Primary Responsibilities
The Client Service Specialist is responsible for client onboarding paperwork and requisite systems updates. This includes assurance that all paperwork, whether in hard copy or electronic format, is submitted in good order. The CSS works directly with clients to manage this process.
Gray Private Wealth (GPW) is an independent, privately-owned wealth management firm affiliated with a regional accounting and consulting firm. Gray Private Wealth specializes in comprehensive investment advice tailored to the complex needs and objectives of our entrepreneurial and high-net-worth clientele.
We seek a team-oriented individual to join our growing wealth management practice. The Client Service Specialist (“CSS”) will support business operations and play a key role in the client service function by assisting portfolio managers and working directly with clients. This includes taking the lead on client related activities, tracking progress, and communicating effectively between the custodian and the client portfolio management teams to ensure desired results are achieved without error or omission. This position is a full-time hybrid role, with requirements to be on-site in our Canton, MA location at least 2 days per week during our normal business hours of Monday through Friday from 8:30AM to 5:00PM.
Primary Responsibilities
The Client Service Specialist is responsible for client onboarding paperwork and requisite systems updates. This includes assurance that all paperwork, whether in hard copy or electronic format, is submitted in good order. The CSS works directly with clients to manage this process.
- Serve as primary point of contact for a dedicated client segment and maintain positive client relationships.
- Coordinate and monitor account activity between firm and its custodian.
- Lead client account maintenance activity (money movement, transfers, tax payments, etc.) and follow through to completion.
- Facilitate the onboarding process for new clients and open investment accounts.
- Maintain accurate and up-to-date client information in the CRM and other systems
- Provide administrative assistance to the team and handle special projects.
- Gather client financial information.
- Contribute to client satisfaction and implement improvements based on feedback.
- Manage schedules, meetings, conferences, and travel arrangements.
- Support portfolio managers in scheduling client meetings to review financial modeling and discuss recommendations.
- Assist in the preparation of compliance reports and regulatory filings.
- Coordinate events, speaking engagements, and presentations.
- Strong ethics with proven ability to maintain strict confidentiality of client and firm information.
- Excellent written and verbal client communications
- Time management
- Interpersonal and communication skills
- Ability to quickly learn software
- Collaborate across firm with ability to work independently
- Financial planning acumen, judgement and experience
- Attention to detail and ability to prioritize tasks
- Ability to independently solve problems and incorporate various considerations into new client situations
- Paid time off
- Paid holidays
- Yearly tuition assistance for continuing education relative to the CSS position
- In-house training
- Bonus plan based upon achieving independent annual goals and firm financial goals
- Health, Dental, Vision & 401k Matching
