Sr Client Relationship Specialist- Ultra High Net Worth
About The Position
As a Senior Client Relationship Specialist supporting Ultra High Net Worth clients, you will help the branch deliver responsive, high-quality service across complex financial needs. You will listen carefully, investigate concerns, and coordinate solutions that balance the needs of the client, the branch, and the firm. Working independently and with partners across the organization, you will manage multiple priorities, communicate clearly, and apply sound judgment within brokerage policies and procedures. Customer orientation, de-escalation, and problem-solving skills will be central to restoring confidence when issues arise and strengthening long-term relationships. The role offers the opportunity to deepen industry knowledge while contributing to a collaborative team focused on consistent execution and meaningful client outcomes. The position is on site in Palm Beach, Florida. It includes hands-on branch training and mentorship, opportunities to develop client service, operational, and relationship management expertise, and bonus or incentive opportunities in addition to base pay.
Requirements
- Active and valid FINRA Series 7 and Series 63 licenses.
- Active and valid FINRA Series 9 and Series 10 licenses.
- At least 4 years of client service experience.
- Apply sound judgment, risk awareness, and regulatory knowledge while maintaining a strong commitment to compliance and client service.
- Demonstrate effective communication, active listening, adaptability, prioritization, and cross-functional collaboration.
Nice To Haves
- Bachelor’s degree or equivalent work-related experience.
- Notary commission.
Responsibilities
- Deliver responsive, high-quality service to Ultra High Net Worth clients across complex financial needs.
- Listen to client concerns, investigate issues, and coordinate practical solutions that balance client, branch, and firm needs.
- Manage multiple priorities independently and in coordination with partners across the organization.
- Communicate clearly throughout complex service situations and provide updates.
- Apply sound judgment, risk awareness, regulatory knowledge, and brokerage policies and procedures to client situations.
- Handle complaints and difficult interactions calmly and respectfully, restoring client confidence and strengthening long-term relationships.
- Collaborate across the branch and enterprise to deliver coordinated support and exceptional client service.
Benefits
- Bonus or incentive opportunities in addition to base pay.
- Hands-on training and mentorship within the branch.
- Career development opportunities in client service, operations, and relationship management.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
