Private Wealth Management Specialist

First Recruiting, LLC; San Francisco (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

First Recruiting, LLC is seeking a Client Specialist to build and maintain client relationships within our Private Wealth practice in San Francisco. The role collaborates with Relationship Managers, other Client Service Managers, custodians, and the operations team to deliver a seamless client experience and high-touch service to Private Wealth clients.

The responsibilities include managing new account onboarding, funding, asset transfers, portfolio maintenance, and handling inquiries and

Qualifications

• 3+ years of financial industry experience.

Responsibilities

• Manage new account onboarding including opening and facilitating account funding, transfers, and portfolio maintenance.
• Handle general account inquiries and maintenance requests, including transactions, holdings, balances, charitable gift requests, address changes, and tax reporting inquiries.
• Oversee daily client transactions and inquiries with accuracy and within policy deadlines.
• Prepare materials for client and prospect presentations, meetings, and reviews.
• Collaborate with Relationship Managers and other teams to deliver a seamless client experience.

Job description

This role is responsible for building and maintaining client relationships.

The Client Specialist works in a team-oriented environment with Relationship Managers, other Client Service Managers, custodians, and the operations department to deliver a seamless and integrated client experience.

Provide high quality, high touch service to Private Wealth clients

Manage new account onboarding including but not limited to opening and facilitation of account funding, asset/cash transfers, and portfolio maintenance.

Manage general account inquiries, maintenance requests, including but not limited to transactions, holdings, balances, charitable gift requests, address changes and tax reporting inquiries

Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures

Prepare material for client and prospect presentations, meetings, and reviews.

Participate in other duties as requested by Relationship Managers

3+ years of financial industry experience.