Client Services Specialist
Transcend Practice Management
Location
Westborough, MA | United States
Job description
CLIENT SERVICES SPECIALIST
MUST HAVE EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY
Location = Westborough, MA (in office)
Salary = $60,000 to $70,000
The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
We are a close, tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Some things to know about us:
- We are a family business, and we treat each other like family. That sounds like a cliché, but it’s the truth.
- We are honest, caring people.
- We are a privately held, independent company and we intend to stay that way.
- Our team may be small, but we specialize in high net worth clients. This means we carry a broad range of expertise to provide the utmost in customer service to our clients. You’ll be able to “learn from the best” across many aspects of the financial services industry.
Our office is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us!
Sound appealing? We are building a team with people who share our values and want to contribute to our clients’ experiences. We would like you to think of how we can do things better, make an impact, and continue to grow. We are excited to have an opportunity to welcome a
Client Services Specialist to our team who will support the firm’s senior staff. The attributes that we are looking for in a teammate include:
- Trustworthiness
- Insistent, consistent attention to detail
- Energy and enthusiasm
- Commitment to exceeding client expectations
- Flexibility and openness to step in and do whatever is needed to support the team
- Interest in working on varied assignments with people across the firm
- Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base
- Ability to anticipate the needs of the advisor and the team overall
- Self-directed time management and prioritization capabilities and outstanding organizational skills
- Self-motivation, having the ability to self-start, take initiative, and be proactive
- Demonstrated integrity, work ethic, professionalism, and an obligation to maintain firm and client confidentiality
- Poise and maturity, especially in stressful situations
- Team player with strong desire to be a long-term contributing member of the team, willing to step in and do whatever needs to be done
- A long view of the opportunities presented by the firm and the industry overall
If you are a fit for this position, we know that you are interested in more details. Read on! As a
Client Services Specialist , you can expect to:
- Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act.
- For example:
- Make recommendations to systematize and improve office functioning
- Intake, screen, organize and process all that you are able, focus your own and the team’s attention on the items that require personal attention, and ensure that all activities are captured, scheduled, and completed.
- For example:
- Provide total office coverage in the absence of the administrative assistant
- Answer phones in a professional and courteous manner
- Greet clients and respond to their immediate needs
- Handle all incoming and outgoing mail and packages
- Stay apprised of client meetings and ongoing activities, keeping up to date on the advisors’ priorities and projects, goals, and timelines and what they want/need to do with each on an ongoing basis so that you can process, schedule, and oversee projects.
- For example:
- Anticipate advisor needs and handle them proactively
- Prepare new account and investment paperwork
- Place trades at the direction of the advisor
- Process money movement requests
- Generate client reports
- Scan client statements, correspondence, and documents
- Data entry of all client personal and financial information
- Coordinate the advisors’ calendar availability; appropriately blocking time and coordinating commitments with the team.
- For example:
- Complete projects assigned by senior staff members
Qualifications for this role include:
- College experience is preferred, but not required
- Minimum of three years of experience in the financial services industry required
- Experience in the wealth management or an investment-related industry strongly preferred
- FINRA licenses preferred, but not required
- Familiarity with National Financial Services and/or Commonwealth Financial Network desirable
- Excellent client service, communication, and relationship management skills
- Strong computer desktop skills are required: Microsoft Office Suite (Excel, Outlook, Word, etc.) and CRM, for example
- Ability to work simultaneously with multiple programs is required
- Ability to learn and apply new programs quickly and efficiently is required
- Technology-forward
- Ability to thrive in a fast-paced environment and step in to do whatever needs to be done
- High attention to detail; ability to take direction and follow procedures flawlessly, time after time
- Patience to do repetitive work correctly and accurately – “everything speaks”
- Demonstrated job stability and career progression
Team members will have multiple career tracks to choose from. For example, CSSs who want to become planners will be supported in pursuing the FPQP ® (Financial Paraplanner Qualified Professional) designation and have opportunities to contribute to the creation of personal financial plans for our clients. CSAs who are operationally expert may want to grow into a practice manager role, one that helps to ensure that the client experience is second to none. Whichever path you choose, your commitment to our firm will be reciprocated by our investment in you and your future!
Get in touch today so that we can get to know you! As a
Client Services Specialist , you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!#ZR
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