Client Success Specialist, Wealth Management

Mercer Advisors; Napoli; In loco; EUR 34.000 - 70.000; Tempo pieno

Descrizione del lavoro

A financial services firm located in Italy is seeking a Client Service Specialist to provide operational support to the Wealth Management team. The ideal candidate will have a strong background in customer service and be able to manage client relationships effectively. Responsibilities include handling client requests, maintaining data integrity, and ensuring compliance with administrative processes. This position offers a salary range of $40,000 to $80,000 annually, based on experience and skills.

Servizi

Company Paid Basic Life & AD&D Insurance

401(k) Retirement Plan with company match

Generous paid time off program

Health Savings Account with contributions

Competenze

• Five years of job-related experience required.
• Financial services industry experience is necessary.
• Excellent verbal and written communications skills are a must.

Mansioni

• Provide operational support to the Wealth Management team.
• Handle day-to-day operations and administrative support.
• Ensure compliance with all paperwork and procedures.

Conoscenze

Customer Service

Client Relationship Management

Problem-solving

Communication Skills

Organizational Skills

Formazione

High School diploma or equivalent

Bachelor's degree preferred

Strumenti

MS Word

Excel

Outlook

CRM system (Salesforce)

Descrizione del lavoro

A financial services firm located in Italy is seeking a Client Service Specialist to provide operational support to the Wealth Management team. The ideal candidate will have a strong background in customer service and be able to manage client relationships effectively. Responsibilities include handling client requests, maintaining data integrity, and ensuring compliance with administrative processes. This position offers a salary range of $40,000 to $80,000 annually, based on experience and skills.