Client Services Specialist in Wealth Management

Become a key player in client services at a wealth management firm. This role focuses on document preparation, CRM management, and insurance servicing to elevate client experience.
As a Client Services Specialist, you will leverage over three years of administrative experience to support advisors and streamline operations. Your responsibilities include preparing meeting materials, managing client information via CRM, and handling insurance inquiries. You'll play a vital role in ensuring timely execution of trades and enhancing client engagement through data management.
Key Responsibilities:
• Prepare accurate client meeting materials and documentation
• Process financial transactions with complete record maintenance
• Monitor trades to resolve issues promptly
• Manage firm’s CRM for accurate client data
• Draft correspondence and coordinate adviser-client meetings
Requirements:
• Minimum 3 years in wealth management administration
• Strong organizational a...