Client Relationship Management Specialist

• Work alongside Wealth Managers during the transition and conversion from prospect to client
• Develop and maintain ongoing client relationships
• Serve as a client point of contact, addressing inquiries, coordinating requests, and guiding clients through services
• Liaise between clients, Wealth Managers, and internal and external support teams
• Manage new-client onboarding, including documentation collection, CRM data entry, and account openings
• Prepare and organize materials for client signings and notarizations
• Review executed client documents for accuracy and completeness
• Ensure CRM and custodial account data meet client plan goals
• Manage daily client requests, account updates, transactions, and rollovers
• Manage and review client data storage, documentation, and transactions according to internal compliance policies
• Assist with training new Client Service hires
• Monitor process improvements to elevate client experience and departmental efficiency
• Develop and train employees on existing and new Client Services technology

• Minimum 1 year of experience in client relationship management or customer support
• Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and Power Point
• Strong organizational skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to manage multiple priorities in a fast-paced environment
• Financial services industry experience preferred
• Familiarity with CRM systems such as Salesforce and account management processes is a plus

Demonstrates expertise in client relationship management, onboarding processes, and compliance within the financial services industry, while effectively utilizing CRM systems and Microsoft Office Suite to enhance client experiences.

• Client Relationship Management
• CRM Data Entry
• Microsoft Office Suite Proficiency
• Organizational Skills
• Financial Services Experience

• Client Onboarding
• Documentation Review
• Account Management
• Data Accuracy
• Process Improvement

• Communication Skills
• Interpersonal Skills
• Attention to Detail
• Multi-Priority Management

• Financial Services
• Client Services
• Compliance Policies

• CRM Systems
• Salesforce