Private Wealth Client Experience Specialist

First Recruiting, LLC; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

First Recruiting, LLC is seeking a Client Specialist to build and maintain relationships within a Private Wealth context. You will collaborate with Relationship Managers, custodians, and operations to deliver a seamless client experience.

Responsibilities include onboarding new accounts, handling transfers, and responding to inquiries while adhering to policies and timelines; you will prepare materials for meetings and reviews.

Qualifications

• 3+ years of financial industry experience.

Responsibilities

• Build and maintain client relationships.
• Provide high touch service to Private Wealth clients.
• Manage new account onboarding including opening and funding, transfers, and portfolio maintenance.
• Handle general account inquiries and maintenance requests (transactions, holdings, balances, charitable gift requests, address changes, tax reporting).
• Manage daily client transactions and inquiries within deadlines and policies.
• Prepare materials for client and prospect presentations, meetings, and reviews.
• Support Relationship Managers with other duties as requested.

Job description

First Recruiting, LLC is seeking a Client Specialist to build and maintain relationships within a Private Wealth context. You will collaborate with Relationship Managers, custodians, and operations to deliver a seamless client experience.

Responsibilities include onboarding new accounts, handling transfers, and responding to inquiries while adhering to policies and timelines; you will prepare materials for meetings and reviews.