Client Service Specialist

Kestra • Alpharetta, GA

6d

About The Position

ClariVise Private Wealth is seeking a long-term, personable candidate to fill an opening for a Client Service Specialist. You will utilize excellent customer service and problem-solving skills to provide information and education to clients, efficiently, and with a professional manner. Your role is critical in appropriately leveraging our Private Wealth Advisors' time by assisting with paperwork, cashiering and other client service tasks.

Requirements

• Bachelor's degree required
• Advanced computer skills (Outlook, Word, Excel (can maintain complex spreadsheets) and PowerPoint) are essential
• Excellent communication skills, both verbally and in writing
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
• Ability to build relationships with clients and internal partners and influence others without direct control

Nice To Haves

• 2+ years’ experience in the financial services industry is a positive add

Responsibilities

• Handles front end paperwork for new accounts (investments, insurance etc.)
• Communicates with clients and manages the workflow of this business independently
• Handles annual IRA required distributions for clients
• Owns and updates the data on our asset and insurance practice tracker each week
• Help with proactive client service items and process-driven improvements with weekly
• Assisting in answering questions for new or existing clients
• Operations call with all operations staff.
• Heavy customer service contact
• Handles cashier requests

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level