Specialist, WAMS Service

Your Opportunity

The successful Specialist in Client Service will serve as a vital member of the Client Services team, serving clients and advisors. Through experience, investment knowledge, and professional development, the entire team strives to provide our clients with a great advisory relationship experience.

• Opening new client accounts
• Help maintain accurate client records
• Maintain strategy, account number and registration changes to existing accounts, track the progress of daily reports, and maintain daily tasks
• Work with Trading, Investment Guidelines Oversight, Client Services and Compliance to create and maintain procedures and documentation for best practices
• Provide support to the Client Service Managers (CSMs) on a wide variety of tasks
• Preparation of client documents for signature
• Assist in the quarter‑end reporting
• Assist with mailing multiple distributions to clients
• Liaison with operations and trading to effectively disseminate information
• Collaborating on various Client Service department projects
• Account maintenance – daily, weekly, monthly and quarterly tasks
• Perform database updates, as necessary
• Collaborate in working groups to better enhance workflows and processes

Required Qualifications:

• Excellent written and verbal communication skills
• Strong analytical skills with a superior level of attention to detail
• Proficient with Microsoft Suite of products
• Ability to quickly learn new software applications
• Desire for growth opportunities and ongoing training

Preferred Qualifications:

• College degree – BA/BS preferred
• General knowledge of finance preferred