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Client Service Specialist
2 weeks ago
Job Summary:
The Client Service Specialist plays a critical role in supporting our Investment Advisors and their clients. This position requires excellent communication and organizational skills, with a focus on providing exceptional client service and achieving business objectives.
- Support one or more Investment Advisors and IA Team and staff with day-to-day administration.
- Coordinate marketing activities on behalf of the advisory team.
- Prepare introductory packages for prospects and referrals.
- Follow up on client inquiries and resolve issues in a timely and effective manner.
Requirements:
- Typically between 3 – 5 years of relevant experience and/or certification in a related field of study.
- Advanced knowledge of administrative process and procedures.
- Knowledge of compliance practices and regulations.
About Our Company:
We are committed to creating a workplace that is inclusive, equitable, and accessible. We believe that by learning from each other's differences, we gain strength through our people and our perspectives.
