Client Relationship Specialist

The salary range for this position is $85,000-$90,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m

You know what’s awesome? A high-paying job that respects your work-life balance. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. 

Job Description:

We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.

Responsibilities:

• Client onboarding, including preparation of new account paperwork and client information-gathering
• Account maintenance, including any account registration and account profile changes
• Asset movement processing, including journals, wire transfers and EFTs
• Assist with quarterly billing and performance reporting
• Client issue resolution
• Gathering tax information for clients and assisting with tax reporting
• Relationship management, including regular client contact
• General administrative functions, including but not limited to:
• Maintaining information in the Client Relationship Management System
• Exception report review
• Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.
• Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries
• Trade execution and trade error resolution, as may be applicable and required

Requirements:

• Bachelor’s degree
• Minimum of 4+ years relevant experience
• FINRA Series 7 and 66 licenses strongly preferred
• Familiarity with estates preferred
• Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
• Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
• Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m.

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