Client Service Specialist – Wealth Management

Insight Global; Town of Florida (NY); On-site; USD 34,440 - 35,817; Full time

Job summary

A leading staffing and consulting firm is seeking a Client Service Representative II to support clients in the Banking Industry. The role involves resolving complex client inquiries, maintaining professional communication, and building relationships with clients. Candidates should have over 3 years of client service experience in Wealth Management and be comfortable multitasking in a fast-paced environment. The position requires a Bachelor's degree and proficiency in Microsoft Office. This is a hybrid role located in Lake Mary, FL with a contract duration of 6 months.

Qualifications

• 3+ years of Client Service experience within Wealth Management or brokerage services.
• Experience managing financial client’s inquiries ranging from simple to complex requests.
• Bachelor’s Degree or equivalent work experience.

Responsibilities

• Resolve complex day-to-day issues for clients via telephone, email, or chat.
• Build internal partnerships and external relationships with clients.
• Assist clients with a range of account maintenance requests and complex client issues.

Skills

Client Service experience within Wealth Management or brokerage services

Professional written and verbal communication

Microsoft Office (Word, PowerPoint, Excel, OneNote)

Education

Bachelor’s Degree or equivalent work experience

Tools

CRM or Salesforce

NetX360

Job description

A leading staffing and consulting firm is seeking a Client Service Representative II to support clients in the Banking Industry. The role involves resolving complex client inquiries, maintaining professional communication, and building relationships with clients. Candidates should have over 3 years of client service experience in Wealth Management and be comfortable multitasking in a fast-paced environment. The position requires a Bachelor's degree and proficiency in Microsoft Office. This is a hybrid role located in Lake Mary, FL with a contract duration of 6 months.