Client Relationship Specialist

A well-established, independent financial services firm is seeking a Client Relationship Specialist to provide dedicated support to a team of Financial Advisors serving High‑Net‑Worth individuals and families. This position plays a critical role in delivering exceptional client service while ensuring seamless operational execution. This is a high‑touch, client‑facing role ideal for someone who thrives in a fast‑paced wealth management environment and takes pride in precision, responsiveness, and proactive follow‑through.

The Client Relationship Specialist will partner closely with Financial Advisors to manage client onboarding, ongoing account administration, asset movements, and reporting. The role requires strong organizational skills, attention to detail, and the ability to balance multiple priorities while maintaining a superior client experience.

• Coordinate and process new account documentation
• Gather and maintain accurate client information
• Handle account registrations and profile updates
• Prepare operational paperwork including letters of authorization, check‑writing forms, and other required documentation

• Process journals, wire transfers, and EFT transactions
• Assist with trade execution and resolution of trade‑related discrepancies as needed
• Review and reconcile exception reports
• Assist with preparation and distribution of performance reports
• Collect and organize client tax documentation for reporting purposes

• Serve as a point of contact for client inquiries
• Proactively communicate with clients to maintain strong relationships
• Resolve service issues and elevate when appropriate
• Ensure accurate updates within the firm’s CRM system

• Communicate with supervisors on compliance‑related matters
• Respond to regulatory inquiries as needed
• Maintain accurate documentation to support audit and oversight requirements

• Minimum of 2 years of experience in wealth management, brokerage operations, or financial advisory support
• Strong proficiency in Microsoft Office (Excel, Word, PowerPoint)
• Excellent written and verbal communication skills
• Strong organizational abilities and effective time management

• FINRA Series 7 and 66 licenses
• Experience working with Schwab custodial platform
• Familiarity with CRM systems such as Salesforce
• Exposure to financial planning tools such as Money Guide Pro
• Experience with performance reporting systems such as Black Diamond
• Knowledge of estate structures and related account servicing