Client Service Specialist II
$60,000–$85,000 year
On-siteChicago, Illinois, United States
Job Summary
Serve as central point of contact for ingesting client requests; coordinate between client, advisor, and additional support teams to execute and track against client requests; communicate with clients daily in a professional manner; support data input for client prospecting; schedule meetings between advisory team and clients; input client and advisor requests into Salesforce and track completion; retrieve and distribute client statements, tax documents, or other reports; generate portfolio reports; complete required paperwork; and open accounts for existing clients. Requires strong Salesforce and Microsoft Suite skills, experience with portfolio accounting software, DocuSign, exceptional client-service orientation, and the ability to work independently while collaborating with a team in a wealth management environment.
Required Qualifications
- Bachelor's degree from an accredited institution or equivalent experience
- Minimum of 1-3 years' experience
- Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)
- Customer service background preferred
- Excellent verbal, written, analytical, and organizational skills
- Ability to identify, meet and follow through with client needs and requests
- Able to work independently
- Enjoy being part of a team
- Must be highly flexible and confidential with all client and firm matters
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.