Job Description:

Position: Client Relationship SpecialistType: Hybrid (3x onsite)Job Summary:A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.Responsibilities:Account upkeep, encompassing account registration and adjustments to account profiles as necessaryClient onboarding, involving the assembly of new account documentation and the collection of client informationCollecting client tax data and aiding in tax reporting processeManagement of asset transfers, covering journal entries, wire transfers, and electronic fund transfers (EFTs)Supporting quarterly billing and performance reportingExecuting trades and resolving trade errors when necessaryManaging client relationships, including maintaining regular contactMaintaining information in the Client Relationship Management System Requirements:Bachelor's degreeMinimum of 3 years relevant experience requiredFINRA Series 7 and 66 licenses requiredFamiliarity with Salesforce, Wealthscape Investor and Black Diamond preferredBenefits:Flexible hybrid scheduleGenerous PTOGrowth and developmental opportunitiesMedical, Vision, Dental, and 401k matching