Client Service Specialist

Jobtailor; Deutschland; Vor Ort; EUR 55.000 - 75.000; Vollzeit

Zusammenfassung

Jobtailor in Germany is seeking a experienced Client Services Specialist for the RIA operations team. You will deliver timely service to advisors and clients, own issues to resolution, and coordinate between custodians and Operations using CRM platforms.

The role requires 3+ years in the RIA industry, knowledge of custodians such as Charles Schwab and Fidelity, Salesforce proficiency, strong problem-solving, teamwork, and the ability to multitask in a dynamic environment.

Qualifikationen

• 3+ years in the RIA industry with custodian and client-facing service experience.

Aufgaben

• Deliver accurate and timely service to advisors and clients.
• Take ownership of client issues and work towards prompt resolution.
• Handle communications between custodians and Operations with advisors or clients.
• Provide comprehensive operational support to clients.
• Act as a strong advocate for clients with empathy.
• Prioritize and manage multiple requests simultaneously.
• Effectively handle a steady flow of diverse requests.
• Collaborate with internal teams for cohesive experience.
• Utilize CRM platforms like Salesforce to manage cases.
• Maintain clear communications with advisors and clients.
• Demonstrate care and empathy to help advisors and clients.
• High attention to detail for accurate processing.
• Contribute to a positive team environment and provide training support.

Kenntnisse

Custodian knowledge

Fast learner

Problem solving

Team player

Tech-savvy

Communication skills

Tools

Salesforce

Jobbeschreibung

Responsibilities

• Deliver accurate and timely service to advisors and clients
• Take ownership of client issues and work towards prompt resolution
• Handle communications between custodians and Operations with advisors or clients
• Provide comprehensive operational support to clients
• Act as a strong advocate for clients with empathy
• Prioritize and manage multiple requests simultaneously
• Effectively handle a steady flow of diverse requests
• Collaborate with internal teams for cohesive experience
• Utilize CRM platforms like Salesforce to manage cases
• Maintain clear communications with advisors and clients
• Demonstrate care and empathy to help advisors and clients
• High attention to detail for accurate processing
• Contribute to a positive team environment and provide training support

Requirements

• 3+ years in the RIA industry with custodian and client-facing service experience
• Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab and Fidelity)
• Proficiency in using Salesforce or a similar CRM system
• Fast learner with excellent information processing and organizational skills
• Strong problem-solving skills and ability to think critically
• Flexibility and adaptability to work in a dynamic environment
• Work well in a team environment
• Must be comfortable using technology and daily multi-tasking