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    Client Relationship Specialist - Highland Park, United States - Larson Maddox

    Larson Maddox
    Larson Maddox Highland Park, United States

    1 week ago

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    Description

    Position: Client Relationship Specialist

    Type: Hybrid (3x onsite)

    Job Summary:

    A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.

    Responsibilities:

    • Account upkeep, encompassing account registration and adjustments to account profiles as necessary
    • Client onboarding, involving the assembly of new account documentation and the collection of client information
    • Collecting client tax data and aiding in tax reporting processe
    • Management of asset transfers, covering journal entries, wire transfers, and electronic fund transfers (EFTs)
    • Supporting quarterly billing and performance reporting
    • Executing trades and resolving trade errors when necessary
    • Managing client relationships, including maintaining regular contact
    • Maintaining information in the Client Relationship Management System

    Requirements:

    • Bachelors degree
    • Minimum of 3 years relevant experience required
    • FINRA Series 7 and 66 licenses required
    • Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

    Benefits:

    • Flexible hybrid schedule
    • Generous PTO
    • Growth and developmental opportunities
    • Medical, Vision, Dental, and 401k matching
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