Client Service Specialist

Bluespring Wealth Partners, LLC; Alpharetta (GA); Hybrid; USD 42,000 - 66,000; Full time

Job summary

ClariVise Private Wealth is seeking a personable Client Service Specialist to support Private Wealth Advisors by handling paperwork, cashiering, and client education with professionalism.

You will assist with account paperwork, coordinate client communications, and help manage service level expectations while maintaining strong client relationships.

Qualifications

• Bachelor's degree required.
• 2+ years' experience in the financial services industry is a plus.
• Advanced computer skills with Microsoft Office applications are essential.
• Excellent communication skills, both verbal and written.
• Strong time management and organizational skills; able to work independently and manage multiple tasks.

Responsibilities

• Handles front end paperwork for new accounts (investments, insurance, etc.).
• Communicates with clients and manages the workflow of the business independently.
• Handles annual IRA required distributions for clients.
• Maintains and updates the data on the asset and insurance tracker weekly.
• Supports proactive client service tasks and process improvements on a weekly basis.
• Assists in answering questions for new or existing clients.
• Participates in operations calls with staff.
• Provides heavy customer service support and handles cashier requests.

Skills

Communication skills

Time management

Relationship building

Independent work

Customer service

Education

Bachelor's degree

Tools

Outlook

Word

Excel

PowerPoint

Job description

Lead with Purpose. Partner with Impact.

ClariVise Private Wealth is seeking a long-term, personable candidate to fill an opening for a Client Service Specialist. You will utilize excellent customer service and problem-solving skills to provide information and education to clients, efficiently, and with a professional manner. Your role is critical in appropriately leveraging our Private Wealth Advisors' time by assisting with paperwork, cashiering and other client service tasks.

What You'll Do:

• Handles front end paperwork for new accounts (investments, insurance etc.)
• Communicates with clients and manages the workflow of this business independently
• Handles annual IRA required distributions for clients
• Owns and updates the data on our asset and insurance practice tracker each week
• Help with proactive client service items and process-driven improvements with weekly
• Assisting in answering questions for new or existing clients
• Operations call with all operations staff.
• Heavy customer service contact
• Handles cashier requests

What You Bring:

• Bachelor's degree required
• 2+ years' experience in the financial services industry is a positive add
• Advanced computer skills (Outlook, Word, Excel (can maintain complex spreadsheets) and PowerPoint) are essential
• Excellent communication skills, both verbally and in writing
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
• Ability to build relationships with clients and internal partners and influence others without direct control