Jeff Abrams, representing Robert Half, is excited to partner with an outstanding company in search of a Client Services Specialist. This role presents an exceptional opportunity to join a dynamic team within a prestigious organization, offering the chance to make a meaningful impact while advancing your career in client services.Key Responsibilities:Provide top-notch client relationship management by assisting with client requests such as money transfers, account consolidations, and website access.Collaborate closely with the client service team to prepare for client meetings, including generating reports, gathering information, and inputting data into Salesforce or eMoney.Communicate effectively with clients to address operational/administrative inquiries and resolve issues promptly.Proactively monitor and initiate service requests with custodians on behalf of clients.Facilitate account-related tasks such as opening accounts, reregistering accounts, processing stock option exercises, conducting cost basis research, and managing stock donations.Maintain accurate client data by creating portfolios in the portfolio management system and updating CRM (Salesforce) and internal systems accordingly.Contribute to the quarter-end client reporting process by producing, reviewing, and delivering all client reports.Ensure the correct execution of client service procedures within the firm and continuously research and implement more efficient and effective policies and procedures for client service and reporting expectations.Join us in this exciting opportunity to play a pivotal role in delivering exceptional client service and contributing to the success of our esteemed organization.