Client Service Specialist

Administrative Support:

·         Answer telephone, takes messages and refers calls

·         Maintain office calendar/zoom systems

·         Compliance task management: maintain monthly, quarterly and annual reports

·         Update/maintain: company website, social media accounts and company notifications

·         Client touches: thank you cards, birthday cards, holiday cards, etc.

Client/Advisor Support:

·         Protect the Advisors time.

·         Handle all non-advisory tasks for the professional advisory team

·         Assist client and advisory team with all non-advisory questions and paperwork such as, processing all forms and applications including, opening accounts, account address change, and other online applications necessary to process clients’ business transactions

·         Phone schedule, prepare and follow-up on client RPMs as required

·         Run reports and prepare documents necessary for clients RPMs and other meetings

·         Maintain CRM software and its WORKFLOWS to keep current for sorting, reporting, scheduling, fee tracking and marketing purposes

·         Assist with data entry and updating financial planning software. (Income Solver & Asset Map)

·         Track client service tasks and new business transactions in progress and report on a weekly basis

·         Submit to BSP all trade requests in client's accounts on behalf of the advisor

·         Understand and know value of all strategic relationships: Custodian, TAMP, Insurance Carriers, Attorneys, CPAs

·         Technology Companies: Redtail, SmartRIA, IT support, Vonage

Position requirements:

·         Cheerful Outlook

·         Professional development

·         Deliver exceptional client experience

·         Resourcefulness, critical thinking and research abilities

·         Initiative-taking service

·         Systems oriented: organized / attention to details

·         Time mgmt. skills

·         Clear communication skills

·         Empathy

·         Willingness to learn