Client Service Specialist
HybridBethlehem, Pennsylvania, United States
Job Summary
Process account openings, transfers, cash movements, and maintenance requests while preparing client forms, reports, and meeting materials. Coordinate onboarding, account updates, and service workflows; monitor activity to research and resolve operational issues. Maintain accurate records in internal CRM and account-management systems. Communicate professionally with clients, advisors, custodians, and external partners to track service requests and ensure deadlines are met. Support scheduling, document management, and special projects. This hybrid role offers stability, professional development, and exposure to experienced financial advisors within a growing Wealth Management organization.
Required Qualifications
- At least three years of client service, account operations, or administrative experience within an RIA, Wealth Management, banking, investment, or broader Financial Services environment
- Experience processing wires, transfers, new accounts, or other financial account activity
- Strong organizational skills with the ability to manage multiple priorities and deadlines
- High attention to detail and a commitment to accurate, timely work
- Excellent written, verbal, and interpersonal communication skills
- Professional judgment and the ability to protect confidential client information
- Comfort working with Microsoft Office, financial software, and client-management platforms
- Associate degree or a comparable combination of education and relevant experience
Desired Qualifications
- Experience using Salesforce or working with major investment custodians
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