Client Service Specialist - Prestigious WM Firm

Client Service Specialist

A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This role is primarily back-office and administrative, with some client interaction via email and phone. You'll support approximately 200 client relationships and collaborate across departments to ensure exceptional service.

What You'll Do

• Manage client requests such as account openings, transfers, ACH processing, and document execution.
• Communicate with clients and custodians to resolve operational inquiries.
• Prepare reports and assist with meeting materials using CRM and portfolio management systems.
• Contribute to quarterly reporting and help improve client service processes.
• Maintain accurate client data and ensure compliance with firm procedures.

Why Join Us

• Competitive salary and benefits (medical, dental, vision).
• 401(k) with matching after 6 months.
• Generous PTO: 3 weeks vacation plus separate sick days.
• Collaborative team environment with opportunities to improve processes and client experience.

Requirements

• 3+ years in wealth management, brokerage, or investment advisory.
• Bachelor's degree strongly preferred.
• Familiarity with custodians (Schwab, Fidelity, Pershing) and financial operations (RMDs, ACATs).
• Strong organizational skills, attention to detail, and ability to work independently.
• Excellent communication skills and professionalism with sensitive information.
• Experience with Orion Advisor Tech and Salesforce is a plus.

Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let's explore how this opportunity could be the right fit for your next career move.