Client Services Consultant

Role Responsibilities:

• Serve as a primary point of contact for client services requests and inquiries
• Process account paperwork, including new account openings, transfers, distributions and account maintenance requests
• Maintain accurate client records and ensure documentation is completed in compliance with firm and regulatory requirements
• Proactively communicate updates or outstanding items to clients and advisors
• Assist clients with online account access, statements and general account questions
• Work closely with custodians and internal departments to resolve service issues in a timely manner
• Maintain confidentiality of client information and uphold high standards of professionalism and customer service
• Identify opportunities to improve processes and enhance the client experience
• Stay current on firm policies, procedures and industry regulations
• Operate independently with limited oversight, utilizing initiative and professional judgement to carry out responsibilities effectively

Job Requirements:

• Ability to manage multiple tasks, prioritize responsibilities, and meet deadlines in a fast-paced environment
• Ability to handle confidential information with professionalism and discretion
• Strong problem-solving skills and the ability to work independently with minimal supervision
• Knowledge of financial industry practices, investment accounts or custodial platforms preferred
• Ability to learn firm systems, procedures, and compliance requirements
• Commitment to delivering exceptional customer service and maintaining a positive client experience
• High attention to detail and accuracy
• Analytical and problem-solving skills, with the ability to follow written, verbal, or diagrammed instructions and address issues involving multiple variables

Required Education and Experience:

• High School Diploma or GED required.
•  2+ years of demonstrated client care experience.
• Proficiency in Microsoft office products.

Environment:

• Work requires regular attendance, punctuality, and adherence to agreed-upon schedule(s) with willingness to work a flexible and/or rotating schedule, and/or extended hours, as needed.
• Climate controlled office environment.
• Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent employee and customer contacts and interruptions during the day.

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance
• 11 Paid Federal Holidays annually