As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills.
A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.
Your Role - Administrative Responsibilities:
- Provide administrative oversight and support the Lead Advisors on strategic needs.
- Prepare various administrative deliverables which directly support client retention and growth; prepare and process documentation related to client onboarding, implementation, and on-going client maintenance
- Act as a primary point of contact for custodians around all operational and tactical service matters
- Gather, organize, and input client and prospective client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current
- Participate in client and prospective client meetings as needed, record notes, prepare summaries, and manage any post meeting action items
- Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers
- Provide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion
- Assist with calendaring functions and internal meeting preparation
Your Role - Client Experience Responsibilities: - Assist with ad hoc client projects that promote client service/experience, including projects that support the broader service team
- Coordinate client touchpoints which drive client experiences including anniversaries, thank you notes, flowers and/or gifts
- Oversee quality control to mitigate errors on any client-related paperwork
Your Experience:- 1 - 4 years of experience in an administrative role, experience in the financial services industry is preferred.
- Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred
- Self-motivated and takes pride in providing exceptional support to clients and the team
- Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus
- Expected to learn other position-related systems on the job
- This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.
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