Client Care Specialist delivering professional customer service at animal memorial services. Ensuring quality interactions via various communication methods and coordinating client service requests.
About the role
- Client Service Specialist providing fast and reliable support to financial advisors at Triad Wealth. Managing onboarding, reporting, and client inquiries while enhancing client experience.
Responsibilities
- Support the onboarding process by researching questions and assisting with document sending
- Build and maintain standard and customized reporting for Triad Wealth’s clients
- Process client-directed activity on new and existing accounts
- Respond to inquiries from Triad Wealth’s clients with thoroughness and thoughtfulness
- Collaborate with internal teams and external vendors to deliver reliable answers to client requests
- Assist with training the support staff of Triad Wealth’s new clients
- Identify and present opportunities to streamline processes and increase efficiency
Requirements
- Bachelor’s degree plus 3-5+ years of experience in the financial services industry
- Preferred experience working with a Turnkey Asset Management Program or Registered Investment Advisor
- Experience working with or as a client service associate or advisor support staff in the financial services industry
- Strong service mindset and desire to help others
- Strong oral and written communication skills
- Strong organizational, analytical, problem-solving, and time management skills
- Salesforce and Orion experience a plus
Benefits
- Fast and reliable support to financial advisors
- Opportunity to move up quickly into a Relationship Management role
- Delivering an 11-star experience for clients
- Collaborate on projects that directly contribute to the success of clients and the company
- Cultivate an environment to pause, recharge, and pursue joy outside of work
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Client Service Associate supporting Relationship Managers in Wealth Advisory. Administration of trust, investment, and retirement accounts with a focus on client relationships.
Client Service Associate providing support to financial advisors at LPL Financial. Focusing on client communication, problem resolution, and service education.
Supports Financial Advisors in daily investment practice operations and client service. Responsible for paperwork, transactions, appointments, and communication with clients and financial companies.
Tax Partner providing compliance and consulting services on tax issues at EisnerAmper. Engaging with high - net - worth individuals and supervising tax staff in Baton Rouge, Louisiana.
Client Services Executive ensuring every client interaction reflects Vista's commitment to excellence. Managing client journeys and operational aspects for seamless travel experiences.
On Demand Client Services Executive managing aviation client relationships in a fast - paced environment. Delivering high - quality service and managing multiple requests with accuracy under pressure.
Client Service Media Planner for Nissan United/Omd, developing integrated marketing solutions in Düsseldorf. Collaborating within a cross - disciplinary team while managing national media planning and campaigns.
Client Support Consultant assisting clients with BAMS products in a FinTech environment. Delivering technical support, troubleshooting, and maintaining client relationships in Manila.
Client Service Representative executing shareholder meetings using online platforms for Broadridge, a FinTech leader. Planning, organizing, and coordinating with clients and vendors for successful event execution.