Sr. Client Service Associate managing client onboarding and support for Wealth Enhancement firm. Facilitating client experience and administrative tasks in a hybrid work environment.
About the role
- Client Service Specialist supporting financial professionals through operational excellence and advisor experience. Managing account functions and troubleshooting client issues in the financial services industry.
Responsibilities
- Serve as the primary point of contact for daily advisor engagement
- Perform core account management functions, including account setup, maintenance, updates, reporting, queries, and data audits
- Manage service requests through internal systems, processing client paperwork
- Troubleshoot client issues and navigate systems such as DocuSign, RedTail, ZOHO, Wealthscape, and Schwab Advisor Services
- Support the Trading team
- Maintain accurate records and contribute to refining internal documentation and procedures
- Coordinate with internal teams and advisors to support meeting preparation
- Participate in ongoing review of internal procedures
- Submit service tickets and log time entries
- Engage in department-side initiatives and special projects
Requirements
- Bachelor’s degree in finance, business management, or related area, or equivalent experience
- 5+ years of financial services industry experience
- Preference for experience with Orion Series 7 and 66 (or 63 and 65), 24 preferred
- Strong working knowledge of investment products and operational processes
- Familiarity with contracts and service agreements (amendments, pricing terms, scope)
- Excellent written and verbal communication
- Strong analytical and organizational skills
- Highly proficient in MS Office, particularly Excel
Benefits
- Competitive salary
- Performance-based bonus
- Comprehensive benefits package
- Health insurance
- Matching 401(k)
- Generous PTO
- Wellness initiatives
- Opportunities for continuous learning and professional development
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