Private Wealth Client Services Specialist

ClariVise Private Wealth; Atlanta (GA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k) plan

Job summary

Bluespring Wealth Partners is seeking a personable Client Service Specialist to support our Private Wealth Advisors by handling paperwork, coordinating client inquiries, and ensuring smooth daily operations in Atlanta.

You will develop strong client relationships, manage data on client accounts, and participate in weekly operations calls. A Bachelor's degree and excellent MS Office skills are required.

Qualifications

• Bachelor's degree required.
• Experience in the financial services industry a plus.
• Strong communication and organizational abilities.

Responsibilities

• Handles front end paperwork for new accounts (investments, insurance etc.).
• Communicates with clients and manages workflow independently.
• Manages annual IRA required distributions for clients.
• Maintains and updates the asset and insurance practice tracker weekly.
• Supports proactive client service items and process improvements with weekly operations calls.
• Heavy customer service contact.
• Answers questions for new or existing clients.

Skills

Advanced computer skills

Excellent communication

Time management

Relationship building

Education

Bachelor's degree

Tools

Outlook

Word

Excel

PowerPoint

Job description

Bluespring Wealth Partners is seeking a personable Client Service Specialist to support our Private Wealth Advisors by handling paperwork, coordinating client inquiries, and ensuring smooth daily operations in Atlanta.

You will develop strong client relationships, manage data on client accounts, and participate in weekly operations calls. A Bachelor's degree and excellent MS Office skills are required.