Client Experience Specialist, Wealth Management

Nadler Financial Group; Deerfield (IL); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Annual discretionary bonus

Medical, dental, vision, and LTD

401(k) plan contributions from day one

Paid time off and holidays

Professional development support

Job summary

Nadler Financial Group, Inc. in Deerfield, Illinois seeks a detail-oriented Client Service Specialist to provide operational and administrative support to wealth managers and clients.

You will handle account setup, reporting, and communications to ensure an exceptional client experience. Requirements include a Bachelor’s degree or equivalent, 3–5 years in professional services (RIA or legal preferred), and strong organization with advanced MS Office skills.

Qualifications

• Bachelor’s degree or equivalent experience.
• 3–5 years in professional services (RIA or legal preferred).
• Strong organization, accuracy and attention to detail.
• Excellent oral and written communication with MS Office (Excel).

Responsibilities

• Establishing new accounts with custodians
• Preparing comprehensive meeting materials
• Processing transactions and account transfers
• Processing check deposits and money movement
• Maintaining detailed notes and adding appropriate actions in CRM system
• Printing, copying, scanning, and binding items as requested
• Preparing Investment Advisory Agreements and supporting documentation
• Generating performance and allocation reports
• Preparing presentations and reports
• Preparing and processing paperwork for broker/dealer clients
• Calculating and confirming missing or incorrect cost basis
• Assisting with the quarterly report process
• Composing general and compliance related client correspondence
• Responding to incoming calls and emails from clients
• Assisting with complex estate transactions
• Assisting with on-request, mass, and blast mailings
• Maintaining assigned compliance spreadsheets
• Ordering and preparation of participant education and enrollment materials
• Assisting firm Operation and Wealth Managers with operational and administrative requests
• Firmwide projects and other duties as assigned

Skills

Organization

Communication

Multi-tasking

Attention to detail

Education

Bachelor’s degree or equivalent experience

Tools

AdvisorEngine CRM

Black Diamond

Excel

Job description

Nadler Financial Group, Inc. in Deerfield, Illinois seeks a detail-oriented Client Service Specialist to provide operational and administrative support to wealth managers and clients.

You will handle account setup, reporting, and communications to ensure an exceptional client experience. Requirements include a Bachelor’s degree or equivalent, 3–5 years in professional services (RIA or legal preferred), and strong organization with advanced MS Office skills.