Wealth Client Experience Specialist | Onboarding & Service

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

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