Client Service Specialist

Job Summary

A company is looking for a Client Service Specialist to provide exceptional service to investment clients and Financial Advisors in a technology-focused environment.

Key Responsibilities

• Handle cash management functions, including ACAT, wire, and ACH transfers, while explaining money movement processes to clients
• Facilitate third-party calls and assist clients in completing necessary documentation for account management
• Complete assigned service requests within stated SLA and coordinate with broker-dealer custodians on client operational matters

Required Qualifications

• High School Diploma or GED required; Bachelor's degree preferred
• A minimum of 2 years' experience in financial services operations preferred
• Experience with client service aspects of investment advisory, including ACAT and IRA distributions
• Exposure to web-based investment service delivery and remote service models
• Proven ability to maintain regulatory-driven policies and procedures