Wealth Management Client Experience Specialist

Perfect Timing Personnel Services; San Francisco (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

A well-established financial services firm is seeking a Client Service Representative to act as the primary point of contact for clients. The role involves managing client communications and account administration while maintaining professionalism and confidentiality. Ideal candidates should possess strong client service experience and familiarity with CRM systems. This position demands excellent communication skills and organizational abilities in a fast-paced financial environment.

Qualifications

• Previous experience in client service or administrative support.
• Experience in wealth management or financial services preferred.
• Strong attention to detail and professionalism.

Responsibilities

• Serve as the first point of contact for clients via phone, email, and in person.
• Manage client accounts using Redtail CRM ensuring accuracy.
• Assist with client onboarding and account updates.
• Maintain strict confidentiality and adhere to compliance.

Skills

Client service experience

Organizational skills

Communication skills

Detail-oriented

Tools

Redtail CRM

Job description

A well-established financial services firm is seeking a Client Service Representative to act as the primary point of contact for clients. The role involves managing client communications and account administration while maintaining professionalism and confidentiality. Ideal candidates should possess strong client service experience and familiarity with CRM systems. This position demands excellent communication skills and organizational abilities in a fast-paced financial environment.