Client Service Specialist

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

Do you want to wake up every day knowing that you consistently make a positive impact in peoples' lives? Do you want to work with an amazing group of clients and a wonderful team? If this resonates with you, please keep reading and consider applying.

Nadler Financial Group, Inc. is a rapidly growing and highly regarded independent wealth management firm in Deerfield, Illinois. We have been helping our clients meet their financial goals since 1999 and have grown to more than $2.5 billion in assets under management almost solely due to referrals from our existing clients. Our clients trust us and are excited to refer their friends and family to us because we place honesty and integrity above all else, and we have superior knowledge in all areas of financial planning and investment management. Our firm is known for forming long-lasting relationships with a wonderful group of clients including business owners, physicians, working professionals, and multiple generations of the same family. We are looking for a highly motivated, detail-oriented person, with a passion for client service to join our team of smart, dynamic individuals who enjoy making a noticeable positive impact in clients’ lives.

Position Overview:

This position is responsible for providing operational and administrative support to the firm’s operations and wealth managers to create an overall exceptional experience for the firm’s clients. Focus will be directed toward the following broad categories: working directly with the firm’s operations and wealth managers and clients to deliver outstanding client service; providing support to the firm’s retirement plan clients by working directly with the retirement services department; and being involved in firm-level committees, such as compliance. This position works with other members of the firm’s operations team and reports to the Director of Client Service.

Client Service Specialist

What you’ll be doing:

• 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

What you’ll bring to the table:

• Bachelor’s degree from an accredited college or university or equivalent experience
• Minimum of 3 to 5 years in the professional services industry, preferably in a RIA or legal environment
• High level of organization, accuracy, and attention to detail
• Ability to multi-task and prioritize work in order to meet deadlines
• Exceptional oral and written communication skills
• Advanced Microsoft Office skills, specifically Excel

And you may also have:

• Experience working with custodians, preferably Charles Schwab
• Experience using AdvisorEngine CRM software or similar technology
• Experience using Black Diamond software or similar technology
• Knowledge of SEC and FINRA regulations and industry best practices

Compensation and Benefits:

• Salary range $75,000 - $95,000
• Eligible for annual discretionary bonus
• Medical, dental, vision, and LTD insurance
• 401(k) plan contributions allowed first day of employment
• Paid time off and paid holidays
• Support for professional development and continuing education