Wealth Client Services Specialist

Beese Fulmer; Canton (OH); On-site; USD 42,000 - 70,000; Full time

Job summary

Beese Fulmer is seeking a highly organized Client Service Associate to join our team and enhance the client experience. This full-time, client-facing role supports Portfolio Managers and Wealth Advisors with administrative and customer service duties.

You will handle client correspondence, assist with meeting preparation and follow-up, manage account setup and updates, prepare documents, update CRM records, and monitor money movements including EFTs and wires.

Qualifications

• Experience in client service within financial services.
• Strong organizational skills and attention to detail.
• Ability to support Portfolio Managers and Wealth Advisors.
• Familiarity with client portals and transaction processing.
• Experience with CRM systems.

Responsibilities

• Interact with clients via phone, email, and written correspondence.
• Support advisors with meeting preparation and follow-up.
• Assist with account setup and updates, including forms and signatures.
• Prepare documents and communicate with clients to obtain signatures.
• Update client information in CRM and manage workflows.
• Monitor money movements and set up EFT lines, automated plans, and wires.
• Review alerts and coordinate with departments across financial institutions.
• File client statements and other communications.
• Perform miscellaneous tasks as the firm grows.

Skills

CRM systems

Client communication

Attention to detail

Team collaboration

Financial services knowledge

Tools

Charles Schwab

Fidelity

Job description

Beese Fulmer is seeking a highly organized Client Service Associate to join our team and enhance the client experience. This full-time, client-facing role supports Portfolio Managers and Wealth Advisors with administrative and customer service duties.

You will handle client correspondence, assist with meeting preparation and follow-up, manage account setup and updates, prepare documents, update CRM records, and monitor money movements including EFTs and wires.