Specialist, Client Service Management II
About The Position
We’re seeking a future team member for the role of Specialist, Client Service Management II to join our Client Services team. This role is located in Los Angeles or Newport Beach, CA. In this role, you’ll make an impact by serving as the point of contact with clients for moderately complex issues, providing timely and effective resolutions to ensure client satisfaction and operational continuity, leveraging key internal partners when necessary. You will partner with Wealth Advisors and Associates in relationship management efforts by preparing client presentations and maintaining good client relations through efficient and accurate client service. You will also coordinate and support business development activities including event coordination, marketing materials, and market research to drive growth. Additionally, you will lead and coordinate account administration activities, including account onboarding, account maintenance, and Know Your Customer (KYC) standards. You will coordinate and execute money and asset movements, including transaction processing (disbursements and deposits). You will utilize core applications and technology platforms (such as Salesforce, DocuSign, and more) as a power user to support client servicing needs and maintain client records. You will drive risk and compliance standards by ensuring adherence to policies and regulatory requirements. Finally, you will drive continuous process improvements by engaging in regional or firm wide projects aimed at enhancing client experience and operational efficiency.
Requirements
- Bachelor’s degree or the equivalent combination of education and experience is required.
- 3-5 years of total work experience preferred.
- Experience in an operational area and/or client services preferred.
Responsibilities
- Serve as the point of contact with clients for moderately complex issues, providing timely and effective resolutions to ensure client satisfaction and operational continuity, leveraging key internal partners when necessary.
- Partner with Wealth Advisors and Associates in relationship management efforts by preparing client presentations and maintaining good client relations through efficient and accurate client service.
- Coordinate and support business development activities including event coordination, marketing materials, and market research to drive growth.
- Lead and coordinate account administration activities, including account onboarding, account maintenance, and Know Your Customer (KYC) standards.
- Coordinate and execute money and asset movements, including transaction processing (disbursements and deposits).
- Utilize core applications and technology platforms (such as Salesforce, DocuSign, and more) as a power user to support client servicing needs and maintain client records.
- Drive risk and compliance standards by ensuring adherence to policies and regulatory requirements.
- Drive continuous process improvements by engaging in regional or firm wide projects aimed at enhancing client experience and operational efficiency.
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Generous paid leaves
- Paid volunteer time
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
