Client Service Agent (Wealth Management)

Job Description

Job Description

Client Service Representative // Full-Time Job Opportunity // On-site

We are seeking a Client Service Representative to join one of our clients, an independent wealth management advisory firm. As a Client Service Representative, you will be responsible for providing exceptional support and customer service to our clients, addressing their questions and concerns in a professional and timely manner. You will also be able to help clients with account management, process transactions, and provide information on our products and services.

Essential Duties

• Handles client communication and follow-ups.
• Ensures client requests are addressed promptly.
• Maintain client relationships by providing exceptional support.
• Respond to inquiries, address concerns, and ensure client satisfaction.
• Provides non-advisory support.
• Investigates and resolves processing requests, compliance issues, or account discrepancies.
• Completes routine account transactions.
• Coordinates standard client reports and documentation, ensuring accuracy and adherence to regulations.
• Processes documentation for account transactions and service requests.
• Supports team members during absences and peak work periods.
• Ensures office facilities and reception areas are well-maintained and welcoming.
• Tracks staff schedules and provides logistical support for meetings and office needs.
• Handle routine client account requests and escalate complex issues when needed.
• Keep everyone informed! Track pending items and communicate updates to clients and internal teams.

Qualifications

• Bachelor's degree in Finance, Accounting, or Business, preferred.
• At least 2 years of experience in customer service and operational tasks, or banking experience, preferred.
• Ability to understand and explain fundamental financial concepts, such as assets, liabilities, and investment products, is a plus.
• Proficiency in processing routine client requests such as wire transfers, cash transfers, and account updates.
• Proficiency in English and Spanish verbal and written communication, including the ability to convey information clearly and concisely.
• Capacity to identify and address common client issues and inquiries independently, with guidance as needed.
• Developing proficiency in managing workload efficiently and prioritizing tasks effectively.
• Capacity to maintain orderly records and documentation to support client interactions and transactions.
• Basic proficiency in using financial software and tools relevant to the role.
• Willingness to engage in ongoing learning and development to improve skills and knowledge in the role.
• A basic understanding of regulatory agencies, such as the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA), is a plus.

Equal Opportunity Employer