As a Client Specialist, you will:

• Support Financial Advisors as they provide advice, strategies, and solutions to high-net worth individuals.
• Work with advisors and analysts to prioritize and execute all client related tasks and requests.
• Initiate and execute all money movements for investments and client liquidity needs.
• Populate and process documentation for client onboarding, investments, and other account maintenance.
• Interact with third party service providers (i.e. outside custodians, reporting providers, and other advisors).
• Interface with money managers regarding investment activity and administration for KYC and AML requests.
• Track, enter, and reconcile investment activity across our proprietary database, various custodians, and our reporting provider through monitoring daily activity reports.
• Maintain client confidentiality and assist in identifying potentially fraudulent activity.
• Researching client inquiries/problems and bring about resolution
• Administrative support: answer telephones, prepare correspondence, maintain files
• Integral support for client service teams and special projects as assigned/requested
• Handle family office services processing as required

Requirements

• Bachelor’s degree and 2+ years’ experience in trust and/or investments
• Internship in Wealth Management is a plus
• Strong client service orientation
• Proficient with Microsoft Word, Outlook, Excel and Power Point
• Excellent organizational and analytical skills with an attention to detail
• Flexibility with the ability to multi-task and meet deadlines
• Strong work ethic
• Proactive; ability to work independently and in the team environment, with minimal direction