Wealth Management Client Services Specialist (Hybrid)

Beacon Hill Staffing Group; North Bend (WA); Hybride; USD 52 000 - 60 000; Plein temps

Avantages offerts par ce poste

Hybrid schedule

Bonus opportunities

Résumé du poste

Beacon Hill Staffing Group is partnering with a prestigious financial services firm in Washington to hire a Client Support Coordinator. This hybrid role supports Financial Advisors, processes accounts, and coordinates documentation to ensure a consistently high level of service.

You will work behind the scenes with the advisor teams, handling administrative tasks, client paperwork, and various service requests while maintaining confidential records and driving process improvements.

Qualifications

• Previous experience in administration, client support, operations, or professional services.
• Financial services experience within wealth management, banking, credit unions, broker-dealers, or a similar environment is a plus.
• Strong attention to detail and ability to catch missing information or potential errors.
• Excellent written and verbal communication skills.
• Professional, polished, and comfortable working in a client-focused environment.
• Strong sense of urgency and ability to manage multiple priorities.
• Reliable, proactive, and able to take ownership of responsibilities.
• Comfortable working independently while collaborating with a close-knit team.
• Strong Microsoft Office skills.
• Bachelor's degree or relevant industry experience preferred.

Responsabilités

• Support Financial Advisors with day-to-day administrative and operational needs.
• Prepare, process, and track new accounts, account updates, transfers, cash movements, and other service requests.
• Assist with client paperwork, DocuSign requests, account maintenance, and documentation.
• Track outstanding requests and follow up to ensure items are completed accurately and on time.
• Communicate with advisor teams regarding missing information, status updates, and next steps.
• Help research and resolve account or operational questions.
• Maintain organized and confidential client and account records.
• Assist with client projects, outreach, and other service-related initiatives.
• Collaborate with other support professionals to manage priorities and balance workloads.
• Identify opportunities to improve internal processes and workflows.

Connaissances

Administration

Client support

Operations

Professional services

Microsoft Office

Formation

Bachelor's degree or relevant industry experience preferred

Outils

Microsoft Office

Description du poste

Beacon Hill Staffing Group is partnering with a prestigious financial services firm in Washington to hire a Client Support Coordinator. This hybrid role supports Financial Advisors, processes accounts, and coordinates documentation to ensure a consistently high level of service.

You will work behind the scenes with the advisor teams, handling administrative tasks, client paperwork, and various service requests while maintaining confidential records and driving process improvements.