Private Client Service Specialist: Growth & Impact

Greenspring; Lancaster (Lancaster County); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

401(k) Plan with employer match

Paid Short-Term and Long-Term Disability Insurance

Professional development stipend

Sabbatical after 7 years

Job summary

A leading financial services firm in Lancaster, PA, seeks a Client Service Specialist to support the Private Client Service Team. This full-time position involves coordinating client onboarding, managing service inquiries, and enhancing positive client experiences. Ideal candidates are detail-oriented, possess excellent organizational skills, and have a client-focused mindset. The firm offers a competitive salary and benefits, including health insurance, a 401(k) plan, and professional development opportunities.

Qualifications

• 0 to 2 years in financial services and/or an administrative operations role preferred.
• Exceptional organizational skills with a proven ability to multitask and manage multiple projects.
• Detail-oriented and thorough in completing tasks efficiently.

Responsibilities

• Coordinate and process a broad range of service activities such as onboarding new clients.
• Manage relationships with clients and internal/external resource providers.
• Partner with Financial Advisors to fulfill client requests and service-related issues.

Skills

Client-focused

Detail-oriented

Organizational skills

Team player

Oral communication

Written communication

Problem-solving

Tech-savvy

Education

College degree or comparable experience

Tools

Microsoft Office

Salesforce or CRM platforms

Job description

A leading financial services firm in Lancaster, PA, seeks a Client Service Specialist to support the Private Client Service Team. This full-time position involves coordinating client onboarding, managing service inquiries, and enhancing positive client experiences. Ideal candidates are detail-oriented, possess excellent organizational skills, and have a client-focused mindset. The firm offers a competitive salary and benefits, including health insurance, a 401(k) plan, and professional development opportunities.