Client Services Associate - Sourced.

Job Title: Client Service Specialist

What We Are Looking For

Excellent opportunity to join this high level financial advisory group as the Client Service Specialist.

As the Client Service Specialist you will provide exceptional customer service, address non-advisory client questions and concerns, resolve issues, and contribute to the overall success of the firm.

Compensation And Benefits

• $60,000-$70,000

• Medical Insurance

• 401(k) (4% employer match)

• PTO

• Paid Holidays

• Professional Development

Company Values and Culture

Our client embraces a collaborative work environment that allows for a high level of accountability, extreme attention to detail, tenacity to get the job done and serve their clients with the highest level of care.

Your Responsibilities

• Act as the pivotal point of contact for clients, ensuring that client relationships are not only maintained but flourish

• Assist client and advisory team with all non-advisory questions and paperwork such as processing all forms and applications, including account opening, money movement, account updates (address/beneficiary changes) necessary to process clients business transactions

• Maintain CRM software and contact management database to keep current for sorting, reporting, scheduling, and other purposes

• Handle all non-advisory tasks for the advisory team

• Work closely with other team members to ensure seamless client experiences

• Manage all client meeting administration including coordinating and scheduling the meeting, preparing necessary documents, taking meeting notes and documenting such in client’s CRM contact record

• Responsible for managing birthday cards/gifts for clients – including ordering and sending cards as well as special occasion gifts

• Record and manage office supply inventory, ensuring all items are appropriately stocked

• Answer incoming calls, handling, or routing as appropriate

• Greet visitors, offering water, coffee, or tea to clients with scheduled meetings

• Check and handle incoming mail, FedEx, and UPS deliveries

• Send outgoing mail or FedEx shipments

• Make bank deposits

Qualifications We Require

• Possess a basic understanding of financial and investment operations, processes, and procedures

• Excellent verbal and written communication skills

• Strong problem-solving and analytical abilities

• Ability to multitask and prioritize tasks effectively

• Customer-oriented mindset with a passion for providing exceptional service

• Proficiency in relevant financial planning software applications (e.g., CRM systems, help desk software)

• Previous experience in the financial services, banking or a related industry (required)

*Compensation is flexible dependent on relevant skills and qualifications, as determined by the talent acquisition lead

*Sourced. is hiring on behalf of this company. We will be working with all candidates during the hiring process. For client confidentiality, we will not disclose our client's name until you are approved for an interview with the client.