Private Wealth Management Specialist

First Recruiting, LLC; San Francisco (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

First Recruiting, LLC is seeking a Client Specialist in Private Wealth to build and maintain client relationships and coordinate with Relationship Managers, custodians, and operations to deliver a seamless client experience. You will manage onboarding, funding, transfers, and portfolio maintenance, handle daily client transactions and inquiries, and prepare materials for meetings and presentations.

The role requires at least 3 years of financial industry experience and a commitment to high-touch

Qualifications

• 3+ years of financial industry experience.

Responsibilities

• Build and maintain client relationships in a team-oriented environment.
• Collaborate with Relationship Managers, custodians, and the operations team to deliver a seamless client experience.
• Manage onboarding including opening accounts, funding, transfers, and portfolio maintenance.
• Handle general account inquiries and maintenance requests (transactions, holdings, balances, tax reporting).
• Process daily client transactions and inquiries accurately within policies and deadlines.
• Prepare materials for client and prospect presentations, meetings, and reviews.
• Support Relationship Managers with additional duties as requested by the team.

Skills

Relationship management

Client service

Onboarding

Financial transactions

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.