Wealth Client Experience Specialist (Hybrid)

Talent Mappers; Boston (MA); Ibrido; USD 60.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

Holidays

Bonus opportunity

Descrizione del lavoro

Talent Mappers in Boston seeks a highly organized Client Service Specialist to join a growing wealth management team. You will serve as the primary contact for high-net-worth clients, supporting Financial Advisors with account administration, client communications, and operational activities.

The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, relationship-driven environment where client service excellence is paramount.

Competenze

• Bachelor's degree preferred.
• 1-3 years of client service, wealth management, private banking, financial services, or related experience.
• Strong understanding of investment accounts and financial industry practices.
• Experience supporting Financial Advisors or Wealth Advisors preferred.

Mansioni

• Serve as a primary service contact for clients, responding promptly to inquiries and requests.
• Manage account opening, maintenance, transfers, and other client service transactions.
• Coordinate client onboarding and ensure all documentation is completed accurately and in compliance with firm policies.
• Assist advisors with preparing meeting materials, investment reviews, and client presentations.
• Schedule client meetings and maintain advisor calendars.
• Process paperwork related to account updates and money movements.
• Monitor account activity and follow up on outstanding client documentation.
• Maintain accurate client records within CRM and portfolio management systems.
• Collaborate with custodians, operations teams, and third-party service providers to resolve client issues.
• Support client retention by delivering a high-touch service experience.
• Ensure adherence to regulatory requirements and firm policies.

Conoscenze

CRM proficiency

Attention to detail

Communication skills

Time management

Formazione

Bachelor's degree

Strumenti

CRM systems

Microsoft Office

Wealth management platforms

Descrizione del lavoro

Talent Mappers in Boston seeks a highly organized Client Service Specialist to join a growing wealth management team. You will serve as the primary contact for high-net-worth clients, supporting Financial Advisors with account administration, client communications, and operational activities.

The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, relationship-driven environment where client service excellence is paramount.