Client Service Specialist

Lead with Purpose. Partner with Wealth isseekinga long-term personable candidate to fill an opening for a Client Service Specialist. You willutilizeexcellent customer service and problem-solving skills to provide information and education toclientsefficiently and with a professional manner. Your role is critical in appropriatelyleveragingour Private Wealth Advisors time byassistingwith paperwork cashiering and other client service :Handles front end paperwork for new accounts (investments insurance etc.) Communicates with clients and manages the workflowof this business independently Handles annual IRA requireddistributions for clients Owns and updates the data on our asset and insurance practice tracker each week Helpwith proactive client service items andprocess-drivenimprovements with weekly Assistingin answering questions for new or existing clients Operations call with all operations staff. Heavy customer service contact Handles cashier requestsWhat You Bring:Bachelors degreerequired 2 years experiencein the financial services industryis a positiveadd Advanced computer skills (Outlook Word Excel (can maintaincomplex spreadsheets)and PowerPoint) are essential Excellent communication skills both verbally and in writing Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once Ability to build relationships with clients and internal partners and influence others without direct control