Client Service Specialist

• Process and manage client forms, including updates to beneficiary information, address changes, and account maintenance
• Assist with onboarding new accounts by verifying identification, collecting necessary documentation, and ensuring accurate data entry
• Prepare materials for client meetings, coordinate schedules, and document interactions to maintain organized records
• Handle account openings, resolve discrepancies, and ensure all processes adhere to accuracy standards
• Process transactions such as account transfers, wire requests, and other sensitive financial movements with precision
• Monitor client account activities, research and resolve issues, and follow up to guarantee client needs are successfully addressed
• Troubleshoot issues with custodians or external vendors and act on alerts and assigned tasks to maintain smooth operations
• Support clients in accessing online portals and utilizing technology to enhance their experience
• Assist in training new team members and contribute to ongoing staff development
• Participate in firm-wide projects and initiatives to support organizational goals

• Associate or bachelor’s degree preferred, or equivalent relevant experience
• Minimum of 1–3 years of experience in client services or financial services operations
• Familiarity with custodial platforms and systems such as Fidelity Investments, Advyzon, RingCentral, and Microsoft Office 365 is a plus
• Strong attention to detail with excellent organizational and critical thinking skills
• Exceptional verbal and written communication abilities
• Proficiency in Windows, Excel, Outlook, and Word
• Ability to adapt to changing priorities, manage competing demands, and work independently on sensitive tasks
• Demonstrated ability to maintain confidentiality and dependability while working effectively within a team

Familiarity with custodial platforms and systems such as Fidelity Investments, Advyzon, RingCentral, and Microsoft Office 365

• medical
• vision
• dental
• life and disability insurance
• company 401(k) plan