Client Service Specialist

Bluespring Wealth Partners; Alpharetta (GA); On-site; USD 52,000 - 65,000; Full time

Job summary

ClariVise Private Wealth in Alpharetta, GA seeks a Client Service Specialist to support Private Wealth Advisors by handling paperwork, cashiering, and client communications. You will work independently to manage workflow and improve processes.

The role requires a bachelor's degree and 2+ years in financial services, with strong computer skills and excellent communication. This position emphasizes accuracy, organization, and relationship-building with clients and internal partners.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Advanced computer skills

Excellent communication skills

Time management

Relationship building

Independent work

Education

Bachelor's degree

Tools

Outlook

MS 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

Disclosure

• You acknowledge that if hired, Kestra Financial, Inc., may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.