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Client Service Specialist

Modera Wealth Management

Atlanta (GA)

On-site

USD 50,000 - 80,000

Full time

12 days ago

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Job summary

An established industry player is seeking a Client Service Specialist to enhance client interactions and support advisors. This role is pivotal in ensuring client satisfaction through meticulous account management and effective communication. The ideal candidate will thrive in a dynamic environment, showcasing exceptional organizational skills and a passion for client service. Join a fast-growing firm that values professional development and fosters a supportive work culture. This opportunity offers a competitive salary and a range of benefits, making it an exciting prospect for those looking to advance their careers in financial services.

Benefits

Competitive salary
Performance-based bonus
Safe Harbor 401(k) plan
Medical, Dental, Vision insurance
Paid vacation
Opportunities for professional growth
Partial remote work

Qualifications

  • Minimum 3 years in a financial services field.
  • Strong communication and client service skills required.

Responsibilities

  • Provide comprehensive client service and support for advisors.
  • Manage client account activities and documentation.

Skills

Client Service
Communication Skills
Organizational Skills
Problem Solving
Attention to Detail

Education

Associate Degree

Tools

Microsoft Word
Microsoft Excel
Microsoft Outlook

Job description

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About Modera Wealth Management:

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership.

About Modera Wealth Management:

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership.

We are seeking individuals who embody Modera's core values:

  • Confident Humility – a quintessential team player, willing to do whatever it takes to get a job done, with pragmatic optimism
  • Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
  • Trusted Relationships – Supportive and authentic with mutual respect for colleagues

In addition, the ideal candidate:

  • Shares our commitment to maintaining a supportive and inclusive environment where everyone feels a sense of belonging.
  • Is extremely organized with excellent attention to detail.
  • Is capable of prioritizing and managing multiple tasks concurrently.
  • Thrives in an environment focused on creative problem solving.
  • Is an engaging and charismatic communicator.
  • Has a passion for excellent service.
  • Is a self-starter.

Please Note: We have ONE opening for a Client Service Specialist that can be based in one of our many office locations: Atlanta, GA; Charlotte, NC; McLean, VA, Wayne, PA, Westwood, NJ.

Job responsibilities include but are not limited to:

  • Provide comprehensive client service for the firm's clients and support for Lead and Support Advisors. This includes corresponding with clients (electronically and verbally), account management (opening and transferring accounts), processing check requests, money transfers, drafting letters of instruction, liaise with custodians, accountants, and other professionals, etc.
  • Responsible for the accuracy and timeliness of work, including documenting, completing, and tracking completion of client related tasks and properly updating system software with client and other related information.
  • Initiate workflow processes and ensure that checklists are generated and completed for meetings. This includes onboardings, comprehensive reviews, discovery meetings, terminations, etc.
  • Prepare for client meetings. This includes generating reports and any other documents the Lead Advisor may need for their meeting. May attend client meetings in a technical, supporting or learning role.
  • Monitor client account activity, research and resolve issues, and follow-through to ensure client's needs are met.
  • Update and maintain Service Team training guides as necessary.
  • Organize, scan and maintain all client paperwork.
  • Assist in greeting clients and visitors, screening and transferring calls, and scheduling meetings.
  • Multi-task, organize and complete all other projects as assigned by management, prioritize projects, client needs and office procedures.

Qualifications for this position:

  • Minimum associate degree.
  • Minimum of 3+ years of experience in a registered investment advisory firm or financial services field.
  • Intermediate finance and custodian knowledge.
  • Proficiency with Word, Excel, and Outlook.
  • Excellent written and verbal communication skills.
  • Highly professional team player, able to work well with all levels of the firm, as well as with clients.
  • Adaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods to meet tight deadlines.
  • Must be organized, meticulous, dependable, adaptable, detailed and service-oriented and able to multitask.
  • Personable, warm, engaging; Client first attitude; Supports a team environment.
  • Strong sense of professionalism and discretion required.
  • Occasional travel may be required

What we offer:

  • Competitive salary commensurate with experience
  • Performance-based bonus
  • Safe Harbor 401(k) plan
  • Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
  • Paid vacation
  • Opportunities for professional growth and continuing education
  • Partial remote work

Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.

No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.

Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm's business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.

Seniority level
  • Seniority level
    Mid-Senior level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Other

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