Private Wealth Client Experience Specialist

Bluespring Wealth Partners; Alpharetta (GA); On-site; USD 52,000 - 65,000; Full time

Job summary

ClariVise Private Wealth in Alpharetta, GA seeks a Client Service Specialist to support Private Wealth Advisors by handling paperwork, cashiering, and client communications. You will work independently to manage workflow and improve processes.

The role requires a bachelor's degree and 2+ years in financial services, with strong computer skills and excellent communication. This position emphasizes accuracy, organization, and relationship-building with clients and internal partners.

Qualifications

• Bachelor's degree required.
• 2+ years’ experience in the financial services industry is a positive add.
• Advanced computer skills (Outlook, Word, Excel (can maintain complex spreadsheets) and PowerPoint) are essential.
• Excellent communication skills, both verbally and in writing.
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once.
• Ability to build relationships with clients and internal partners and influence others without direct control.

Responsibilities

• Handles front end paperwork for new accounts (investments, insurance etc.).
• Communicates with clients and manages the workflow of this business independently.
• Handles annual IRA required distributions for clients.
• Owns and updates the data on our asset and insurance practice tracker each week.
• Help with proactive client service items and process-driven improvements with weekly.
• Assisting in answering questions for new or existing clients.
• Operations call with all operations staff.
• Heavy customer service contact.
• Handles cashier requests.

Skills

Advanced computer skills

Excellent communication skills

Time management

Relationship building

Independent work

Education

Bachelor's degree

Tools

Outlook

MS Word

Excel

PowerPoint

Job description

ClariVise Private Wealth in Alpharetta, GA seeks a Client Service Specialist to support Private Wealth Advisors by handling paperwork, cashiering, and client communications. You will work independently to manage workflow and improve processes.

The role requires a bachelor's degree and 2+ years in financial services, with strong computer skills and excellent communication. This position emphasizes accuracy, organization, and relationship-building with clients and internal partners.