Wealth Client Services Specialist

Providence Talent Group; Miami, Fort Lauderdale (FL, FL); Vor Ort; USD 52.000 - 76.000; Vollzeit

Zusammenfassung

Providence Talent Group is seeking a detail-oriented Client Service Associate to support our wealth management team in delivering an exceptional client experience. This role handles onboarding, account maintenance, meeting preparation, and clear communication across the team.

You will act as a primary contact for client service requests, prepare materials for meetings, process paperwork, and help keep client records accurate in the CRM system.

Qualifikationen

• 2+ years of experience in a client-facing role within wealth management, financial planning, or investment advisory services.
• Strong organizational skills with close attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Series 7/63/65 licenses are a plus, but not required.

Aufgaben

• Serve as primary point of contact for client service requests, including account inquiries, transfers, and documentation
• Prepare client meeting materials, including performance reports, account summaries, and agendas
• Process account opening, transfer, and maintenance paperwork accurately and in a timely manner
• Coordinate with custodians and third-party providers to resolve account issues
• Maintain and update client records in the CRM system
• Assist advisors with scheduling, follow-ups, and client communication
• Monitor deadlines related to required client documentation, compliance filings, and account reviews
• Support the onboarding process for new clients, ensuring a smooth transition
• Identify opportunities to improve internal workflows and client service processes

Kenntnisse

Client-facing experience

Strong organizational skills

Excellent communication

Multi-priority management

Tools

CRM systems

Jobbeschreibung

Providence Talent Group is seeking a detail-oriented Client Service Associate to support our wealth management team in delivering an exceptional client experience. This role handles onboarding, account maintenance, meeting preparation, and clear communication across the team.

You will act as a primary contact for client service requests, prepare materials for meetings, process paperwork, and help keep client records accurate in the CRM system.