Client Service Specialist

ESL Federal Credit Union•Town of Pittsford, NY

22h•$38 - $43•Onsite

About The Position

The Client Service Specialist’s primary responsibilities include account administration and servicing the firm’s individual and institutional clients, while providing direct support to Advisors in managing client relationships and onboarding new business. The ideal candidate is highly productive, process-oriented, and attentive to details. The role will require multitasking and the candidate will demonstrate the ability to act upon deadlines. They will also be reliable, maintain a team-oriented attitude, and be able to communicate and work effectively with multiple stakeholders, including: clients, custodians, management, and other departments. The candidate will share a desire to provide outstanding service to clients.

Requirements

Minimum of 5 years relevant experience in the investment advisory/wealth management industry, servicing both high net worth individuals and institutional clients
Excellent written, verbal and listening skills
Motivated and self-starter
A collaborative team player, able to work with and through others
Client focused
Strong IT skills
Proficiency in Microsoft Office suite (Excel, Word, Outlook) and DocuSign
Highly motivated with the ability to multi-task and work in a deadline driven environment
Exceptional attention to detail and accuracy
Effective time management, prioritization of tasks, and overall organization a must
Strong written and verbal skills, including the ability to prepare materials clearly and effectively for senior level audiences
Strategic thinker that possesses excellent analytical, critical thinking, and problem-solving skills

Nice To Haves

Experience with Fidelity and Schwab platforms, a plus

Responsibilities

Process client money movement requests (wire transfers, check requests, ACH transfers), confirm completion, and follow-up with client
Open new accounts by preparing and processing both custodial and firm required documentation which includes the collection of client information
Process client directives
Act as client liaison between client and custodians, establish professional working relationship for all parties – client, custodian and firm
Direct communication with prospects and clients (in person, Zoom, phone, email)
Communicate with internal departments regarding client updates/changes
Research and work to resolve client problems/issues as appropriate or assigned, recommend solutions and elevate as needed
Maintain client data base (salesforce)
Assist in the coordination/scheduling of client meetings
Provide phone coverage, greet clients, distribute mail, as needed
Perform projects and prioritize tasks