Client Service Specialist

Modera Wealth Management • Charlotte, NC

67d

About The Position

About Modera Wealth Management: 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 a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership. We are seeking individuals who embody Modera’s core values: Confident Humility – a quintessential team player, willing to do whatever it takes to get a 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 In addition, the ideal candidate: Shares our commitment to maintaining a supportive and inclusive environment where everyone feels a sense of belonging. Is extremely organized with excellent attention to detail. Is capable of prioritizing and managing multiple tasks concurrently. Thrives in an environment focused on creative problem solving. Is an engaging and charismatic communicator. Has a passion for excellent service. Is a self-starter. Please note: This role may be based in either our Asheville, NC or Charlotte, NC office and will primarily support clients and advisors located in the Asheville office.

Requirements

• Minimum associate degree.
• Minimum of 3+ years of experience in a registered investment advisory firm or financial services field.
• Intermediate finance and custodian knowledge.
• Proficiency with Word, Excel, and Outlook.
• Excellent written and verbal communication skills.
• Highly professional team player, able to work well with all levels of the firm, as well as with clients.
• Adaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods to meet tight deadlines.
• Must be organized, meticulous, dependable, adaptable, detailed and service-oriented and able to multitask.
• Personable, warm, engaging; Client first attitude; Supports a team environment.
• Strong sense of professionalism and discretion required.
• Occasional travel may be required.

Responsibilities

• Provide comprehensive client service for the firm’s clients and support for Lead and Support Advisors. This includes corresponding with clients (electronically and verbally), account management (opening and transferring accounts), processing check requests, money transfers, drafting letters of instruction, liaise 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 the Lead Advisor 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.
• Update and maintain Service Team training guides as necessary.
• 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 customer service.
• Preserve client confidentiality.

Benefits

• Competitive salary commensurate with experience
• Performance-based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
• Paid vacation
• Opportunities for professional growth and continuing education
• Partial remote work

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 51-100 employees