Client Relationship Specialist

High-Paying Job With Work-Life Balance

The salary range for this position is $85,000-$90,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to john.sadofsky

We are 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.

• Client onboarding, including preparation of new account paperwork and client information-gathering
• Account maintenance, including any account registration and account profile changes
• Asset movement processing, including journals, wire transfers and EFTs
• Assist with quarterly billing and performance reporting
• Client issue resolution
• Gathering tax information for clients and assisting with tax reporting
• Relationship management, including regular client contact
• General administrative functions, including but not limited to:
• Maintaining information in the Client Relationship Management System
• Exception report review
• Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.
• Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries
• Trade execution and trade error resolution, as may be applicable and required