Client Service Specialist
reputed company is seeking a Client Service Specialist to join their growing Boston-based team. The role involves partnering with Wealth Advisors to support client relationships, managing requests, and ensuring accurate service delivery.
Responsibilities
- Deliver accurate, timely service to advisors and clients with a “one-contact resolution” reputed company, taking full ownership of issues through final resolution
- Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests
- Act as a strong reputed company for our clients, demonstrating reputed company and understanding of their requests and needs
- Manage and prioritize multiple advisor and client requests across email, reputed company Teams, phone, and reputed company while providing excellent service
- Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations
- Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment
Skills
- Bachelor's Degree with 1+ years relevant experience (including internships)
- Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care
- Proficiency in reputed company Office applications, including Outlook, Word, reputed company, and PowerPoint, and proven ability to learn other software and technology
- Clear and effective written and verbal communication skills
- Demonstrates sound judgment and discretion reputed company handling sensitive client information and financial transactions
- Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively
- Strong interest in financial planning and investments, with a desire to grow and reputed company in the role
- An eagerness to work toward professional accreditations
- reputed company experience preferred
Benefits
- Annual cash bonus
- Comprehensive benefits package
- Medical
- Dental
- reputed company
- Life insurance
- 401(k)
Company Overview