Wealth Management Client Services Specialist

Jamba Juice; New York (NY); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with 3% employer match

Paid vacation and sick time

Mass-transit benefits

Training and professional-development

Job summary

Iron Birch Advisors is seeking an experienced Client Service Specialist to support a small group of financial advisors in New York City. The role focuses on coordinating client workflows, preparing for meetings, and maintaining accurate CRM records to ensure a seamless client experience.

You will manage follow-up communications, assist with insurance and planning activities, and help identify opportunities to better serve clients while upholding confidentiality and regulatory requirements.

Qualifications

• Three or more years of client service experience in wealth management or financial services.
• Experience supporting multiple advisors or relationship managers.
• Strong written and verbal communication skills; professional client interaction.

Responsibilities

• Provide polished client service to a group of advisors.
• Prepare advisors for client/prospect meetings with materials and updates.
• Maintain CRM records and coordinate follow-up items.
• Schedule client and prospect meetings and manage calendar invites.
• Support account, investment, and planning workflows with documentation.

Skills

Client service

CRM systems

Communication

Organization

Proactive ownership

Education

Bachelor's degree or equivalent

Tools

MS Outlook

MS Excel

MS PowerPoint

MS Word

Job description

Iron Birch Advisors is seeking an experienced Client Service Specialist to support a small group of financial advisors in New York City. The role focuses on coordinating client workflows, preparing for meetings, and maintaining accurate CRM records to ensure a seamless client experience.

You will manage follow-up communications, assist with insurance and planning activities, and help identify opportunities to better serve clients while upholding confidentiality and regulatory requirements.