Client Service Specialist

Overview:

This role is responsible for delivering exceptional client service and supporting advisors in providing a high-quality client experience. The position partners closely with financial advisors and internal teams to ensure accurate, timely, and compliant execution of client service activities while building strong client relationships. This role independently manages core client service functions and supports more complex operational tasks.

Key Responsibilities:

• Independently manage client inquiries and service requests
• Process account maintenance, including money movements and distributions
• Prepare and review new account documentation
• Maintain compliance logs and required documentation
• Support advisors with client deliverables and follow-ups

Education/Experience:

• Bachelor's degree or equivalent experience preferr...