Client Service Specialist II

Summary: Builds trusting relationships by providing administrative support. Supports the mission of the company and its corporate culture by caring about clients and colleagues and providing personalized quality service.

Duties and Responsibilities:

Provide Direct Client Services

• Maintain presence at front desk.
• Answer phones and direct calls.
• Greet clients, escort clients to meeting room, serve beverages for meetings.
• Maintain conference rooms and keep supplies filled.
• Service client needs and requests on a daily basis by paying client bills
• Prepare detailed client meeting packets for monthly, quarterly or annual account reviews according to each client’s packet requirements.
• Complete forms to free receipt and deliver assets
• Prepare documents for ACH or wiring of funds
• Set up/change/delete scheduled disbursements to clients
• Coordinate and execute the gifting of cash or stock shares
• Contact vendors or government agencies on behalf of client to confirm payments or other information.
• Assist the team to coordinate documents to open or close a client account.
• Assist to maintain client files by filing client related forms and notes.
• Assist as needed with the client verification calls to clients.
• Provide CSS and Administrators anticipated cash file report
• Runs reports and updates Investment Charters and Beneficiaries for client meetings
• Respond to walkin client needs.
• Provide additional client services as knowledge increases.

Administrative Support

• Daily Mail Run
• Delivers Bank Deposits for company/client business and other errands for clients in the local geographic area.
• Process and distribute mail.
• Download and save Daily Reports on a daily basis.
• Close building daily (doors, blinds).

Competencies

• Manages time and priorities.
• Professionally maintains confidential information.
• Ability to organize and manage large amounts of data.
• Ability to calculate numbers, correct entries, and post to records.
• Pays close attention to details.
• Problem solving and decision making skills
• Presents strong relationship building skills.
• Demonstrates integrity by assuming ownership of assignments.
• Knowledge of computer spreadsheet software.
• Ability to operate multiline telephone, photocopier, fax machine, mail machines and computer workstation.
• Must be proficient in MS Office software Word, Excel, GWES, Trust Reporter, Adobe.
• Ability to openly and respectfully question colleagues to gain clarity and understanding.
• Builds and maintains positive relationships, cultivates respect and mutual support.
• Writes clearly and informatively, edits work for spelling and grammar.
• Awareness of security issues surrounding client records, workspace, vault room, equipment, building entrances & alarm system.
• Knowledge of BSA, USA Patriot Act, OFAC & GLBA

About Harbour Wealth Management

The foundation of Harbour Wealth is relationships. Over 29 years after its inception, our clients continue to be the focal point of our business. We help them achieve their financial goals by building strong and trusting individual partnerships. As an independent Trust Company, Harbour Wealth has enjoyed years of financial stability due to strong senior leadership. Our dedicated and experienced financial professionals combine their financial acuity, experience, and deep-seated sense of responsibility to manage each client's assets. Harbour Wealth adheres to the most strenuous regulatory standards ensuring that our clients can rest assured that their assets are in good hands.