Client Experience Specialist - Wealth & Financial Services

EmVision Capital Advisors; Mountlake Terrace (WA); Presencial; USD 52.000 - 68.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Benefits

Paid time off

Descripción de la vacante

AMS Financial Group, in conjunction with EmVision Capital Advisors, seeks a Client Service Specialist to support 180 client relationships from our Mountlake Terrace office. You will serve as the primary in-office contact, handling paperwork, scheduling, and client inquiries.

The role emphasizes exceptional service without sales responsibilities, requiring strong communication, organization, and teamwork in a friendly, professional wealth-advisory environment in Washington state.

Formación

• Has a minimum of three years of experience within Finance, Banking, or Accounting in roles that included client interaction
• Demonstrate superior customer service at all times
• Series 7 and 66 preferred or actively pursuing currently

Responsabilidades

• Work with clients to facilitate all aspects of paperwork initiation, follow-up and completion
• Answer/screen phone calls and emails from clients; delegate to an advisor, if necessary
• Greet clients who come into the office
• Make phone calls to check-in with clients for status updates
• Schedule and prepare for client appointments
• Collaborate with advisors on account rebalancing, investment selection, tax strategy reviews
• Create financial plans for presentation to clients
• Assume primary responsibility for RMDs, monthly account distributions, cost basis audit, beneficiary reviews, and other projects
• Request updates to client data
• Send post-appointment summary letters
• Scan/upload paperwork and client statements
• Complete transactions as directed by an advisor or requested by a client
• Enter data into financial analysis/projection-software/CRM
• Complete and track pending business paperwork; track and tally all outstanding work weekly
• Assist with the coordination of client appreciation events and Advisor Roundtable Meetings
• Attend meetings as directed
• Partner with the main office to oversee all areas of compliance
• Open/Close office
• Maintain physical location
• Manage office supplies
• Other related duties as may be assigned

Conocimientos

Client relationships

MS Word

MS Excel

Outlook

Attention to detail

Team collaboration

Strong communication

Series 7/66 pursued

Herramientas

Morningstar

Right Capital

CRM

Descripción del empleo

AMS Financial Group, in conjunction with EmVision Capital Advisors, seeks a Client Service Specialist to support 180 client relationships from our Mountlake Terrace office. You will serve as the primary in-office contact, handling paperwork, scheduling, and client inquiries.

The role emphasizes exceptional service without sales responsibilities, requiring strong communication, organization, and teamwork in a friendly, professional wealth-advisory environment in Washington state.