Client Service Specialist - Resource Consulting Group

Your Future Team

Resource Consulting Group (RCG), is an independent, fee-only financial planning and investment advisory firm. RCG brings together the key disciplines of investment, estate, tax, retirement, risk management and philanthropic planning to provide fully integrated wealth management. The first and most important thing we do is listen.

Purpose: Helping you live your ideal life.

Niche: Reducing the complexities of wealth through discipline and expertise.

Core Values: Passionate | Balanced | Responsible | Humble | Collaborative

Four Uniques: Credentialed/Expertise | Stable (longevity) | Collaborative | Comprehensive

Job Summary

We are looking for a Client Service Specialist to join our team. You will handle the coordination and overall management of client account documentation and maintenance. You will collaborate with the advisor team to prepare client reports and maintain contact with clients in a positive and client-centric approach. You will report to the Operations Manager. #LI-Onsite

What You'll Do

• Establish, service, monitor, and maintain client investment accounts.
• Meet client's needs and develop trust by providing excellent service.
• Prepare brokerage account paperwork for opening new accounts, terminated accounts, and account transfers.
• Assist clients with changes, transactions, inquiries, requests, correspondence or re-direct.
• Oversee the asset transfer process: establish rapport with custodial contacts to ensure accurate completion of requests; coordinate to resolve outstanding service issues.
• Maintain Black Diamond portfolio management system.
• Process incoming checks and screen incoming account paperwork for accuracy.
• Enter and maintain cost basis; assist Operations Manager in calculating cost basis.
• Utilize all available resources to determine the most efficient and accurate methods to accomplish client service requests and workflow.
• Attend continuing education including Schwab seminars.
• Participate as a member of different internal committees.
• Participate in special projects.

Required Skills

• Interpersonal, listening and written/verbal communication skills.
• Must be organized, analytical, able to multi-task and proactively research and solve problems.
• Able to work independently and establish priorities.
• Proficiency in Word, Excel, CRM and Outlook.
• Working knowledge of a variety of investment tools.
• Excellent follow-through and communication to team members regarding status of open items.
• Able to work with the highest standards of confidentiality and ethics.
• Team player, able to work well with all levels of the firm, and clients.

What You'll Bring

• Bachelor's Degree in business administration, finance, economics, business management or a related field.
• Four or more years of experience in a similar position, including brokerage experience (in a financial planning/brokerage firm or investment bank).
• Paraplanner designation preferred.
• Must be willing to increase knowledge of the industry through continuing education.

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k Matching Plan
• Paid Parental Leave
• Student Loan Assistance
• Pet Insurance
• Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)

Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities and skills required for this job.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.