Client Service Specialist

Modera Wealth Management•Tryon, NC

About The Position

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses. Job Overview: We are looking for a Client Service Specialist in Tryon, NC to support the office’s advisors and their clients, while also performing general administrative tasks as needed. What are we looking for? We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera’s core values: Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others Trusted Relationships – supportive and authentic with mutual respect for colleagues

Requirements

Associate’s Degree, at a minimum
Minimum of 3+ years of experience in an RIA firm or financial services field
Intermediate finance and custodian knowledge
Strong sense of professionalism and discretion required
Proven analytical and problem-solving skills
Working knowledge of planning strategies and solutions
Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
Excellent written and verbal communication skills
Actively engages as a team member
Adaptability and flexibility
Client first attitude

Responsibilities

Provide comprehensive client service for the firm’s clients and support for advisors. This includes corresponding with clients (electronically and verbally), opening accounts), facilitating asset transfers, processing money movements, drafting letters of instruction, liaising with custodians, accountants, and other professionals, etc.
Responsible for the accuracy and timeliness of work, including documenting, completing, and tracking completion of client related tasks and properly updating system software with client and other related information
Initiate workflow processes and ensure that checklists are generated and completed for meetings. This includes onboardings, comprehensive reviews, discovery meetings, terminations, etc.
Prepare for client meetings. This includes generating reports and any other documents advisors may need for their meeting. May attend client meetings in a technical, supporting or learning role
Monitor client account activity, research and resolve issues, and follow-through to ensure client’s needs are met
Oversee conference room calendars
Screen and direct all inbound calls and take messages as needed; greet and accommodate guests
Manage all tasks pertaining to the office environment including tracking/ordering supplies, organizing company documents, and maintaining office appearance
Assist with planning and coordination of client events
Provide real time scheduling support by booking appointments and preventing calendar conflicts; oversee the calendar for the wealth management team
Organize, scan and maintain all client paperwork
Assist in greeting clients and visitors, screening and transferring calls, and scheduling meetings
Multi-task, organize and complete all other projects as assigned by management, prioritize projects, client needs and office procedures
Consistently maintain a high standard of client service
Preserve client confidentiality