Client Service Specialist

Job Summary

A company is looking for a Client Service Specialist - Specialty Team.

Key Responsibilities

• Process iCapital enrollments and manage cash functions including ACAT, wire, and ACH transfers
• Provide high-quality customer service and explain complex money movement processes to clients
• Collaborate with cross-functional teams on operational matters and ensure timely completion of service requests

Required Qualifications

• High School Diploma or GED required; Bachelor's degree preferred
• Minimum of 2 years' experience in financial services operations preferred
• Experience with client service in investment advisory, including ACAT and IRA distributions
• Familiarity with web-based investment service delivery and remote service models
• Proven ability to manage complex operational tasks and maintain regulatory compliance