Client Service Specialist

Talent Mappers; New York (NY); Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Generous paid time off

Holidays

Hybrid work schedule

4 days in-office

Office near Grand Central Station

Job summary

Talent Mappers in New York City is seeking a Client Service Specialist to support Wealth Advisors and high-net-worth clients with account administration, communications, and operations. Located near Grand Central Station, you will be the primary service contact, coordinating onboarding, paperwork, and client communications.

The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, relationship-driven environment where client service excellence is essential.

Qualifications

• Bachelor's degree preferred.
• 3+ years of client service in wealth management or related field.
• Strong understanding of investment accounts and wealth management operations.
• Experience supporting Financial Advisors or Wealth Advisors preferred.
• Proficiency with CRM and MS Office.

Responsibilities

• Serve as a primary service contact for clients, responding promptly to inquiries.
• Manage account opening, maintenance, transfers, and other service transactions.
• Coordinate client onboarding and ensure compliant documentation.
• Assist advisors with meeting materials, investment reviews, and client presentations.
• Schedule client meetings and maintain advisor calendars.
• Process paperwork for account updates, money movements, and service requests.
• Maintain accurate client records in CRM and portfolio systems.
• Collaborate with custodians and operations to resolve client issues.
• Support client retention with a high-touch, personalized service.
• Ensure adherence to regulatory requirements and firm policies.

Skills

Client service

Wealth management

CRM software

Microsoft Office

Attention to detail

Communication skills

Organization

Education

Bachelor's degree

Tools

CRM systems

Wealth management platforms

Job description

We are seeking a highly organized and client-focused Client Service Specialist to join our growing wealth management team in New York City. Located near Grand Central Station, this role serves as a primary point of contact for high-net-worth clients, ensuring an exceptional service experience while supporting Financial Advisors and Wealth Management professionals with account administration, client communications, and operational activities.

The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, relationship-driven environment where client service excellence is paramount.

Key Responsibilities

• Serve as a primary service contact for clients, responding promptly to inquiries and requests.
• Manage account opening, maintenance, transfers, and other client service transactions.
• Coordinate client onboarding and ensure all documentation is completed accurately and in compliance with firm policies.
• Assist advisors with preparing meeting materials, investment reviews, and client presentations.
• Schedule client meetings and maintain advisor calendars.
• Process paperwork related to account updates, money movements, and service requests.
• Monitor account activity and follow up on outstanding client documentation.
• Maintain accurate client records within CRM and portfolio management systems.
• Collaborate with custodians, operations teams, and third-party service providers to resolve client issues efficiently.
• Support client retention efforts by delivering a high-touch and personalized service experience.
• Ensure adherence to regulatory requirements, compliance procedures, and firm policies.

Qualifications

• Bachelor's degree preferred.
• 3+ years of client service, wealth management, private banking, financial services, or related experience.
• Strong understanding of investment accounts, wealth management operations, and financial industry practices.
• Experience supporting Financial Advisors, Relationship Managers, or Wealth Advisors preferred.
• Proficiency with CRM systems, Microsoft Office Suite, and wealth management technology platforms.
• Strong organizational skills with exceptional attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a deadline-driven environment.
• Professional demeanor and commitment to providing outstanding client service.

Preferred Qualifications

• Experience working with high-net-worth or ultra-high-net-worth clients.
• Knowledge of custodial platforms such as Schwab, Fidelity, Pershing, or Raymond James.
• FINRA licenses (Series 7 and/or Series 66) are a plus but not required.
• Familiarity with money movement, account opening, and investment operations processes.
• Competitive base salary: $85,000 - $100,000 annually
• Performance-based bonus opportunity
• Medical, dental, and vision insurance
• 401(k) with company match
• Generous paid time off and holidays
• Hybrid work schedule with 4 days in-office
• Convenient office location near Grand Central Station