Senior Client Service Officer - Wealth Management

Ascendo Resources; Miami (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services company in Miami seeks an experienced client service professional to build and maintain relationships with clients. The successful candidate will communicate proactively with clients, assist in managing portfolios, and ensure compliance with regulatory requirements. Applicants should possess a Bachelor's degree in finance or a related field, have over 3 years of relevant experience, and demonstrate strong organizational and communication skills. Knowledge of financial products is essential.

Qualifications

• Bachelor's degree in finance, business administration, or a related field.
• 3+ years of experience in client service within the financial services industry.
• Strong understanding of financial products including investment vehicles and retirement accounts.

Responsibilities

• Serve as the primary point of contact for assigned clients, building strong relationships.
• Proactively communicate with clients to address inquiries and provide updates.
• Assist financial advisors in managing client portfolios and account maintenance.

Skills

Client relationship management

Communication skills

Detail-oriented

Organizational skills

Education

Bachelor's degree in finance, business administration, or related field

Tools

CRM software (e.g., Salesforce)

Microsoft Office Suite

Job description

• Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity.
• Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as needed.
• Anticipate client needs and identify opportunities to enhance the client experience through personalized service and attention to detail.
• Assist financial advisors in managing client portfolios, including account opening, transfers, and account maintenance.
• Prepare and process client paperwork accurately and efficiently, ensuring compliance with regulatory requirements and internal policies.
• Coordinate client meetings, including scheduling, agenda preparation, and post-meeting follow-up.
• Collaborate with internal teams to resolve client issues and inquiries in a timely manner, demonstrating a commitment to exceeding client expectations.
• Maintain accurate client records and documentation, utilizing CRM software and other tools to track client interactions and account activity.

Requirements

• Bachelor's degree in finance, business administration, or a related field.
• 3+ years of experience in client service within the financial services industry, preferably in wealth management or investment advisory.
• Strong understanding of financial products and services, including investment vehicles, retirement accounts, and insurance products.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and collaborate effectively with internal teams.
• Detail-oriented with strong organizational skills and the ability to prioritize and manage multiple tasks in a fast-paced environment.
• Proficiency in Microsoft Office Suite and CRM software (e.g., Salesforce) preferred.