Client Services Consultant

Role Responsibilities: Serve as a primary point of contact for client services requests and inquiries Process account paperwork, including new account openings, transfers, distributions and account maintenance requests Maintain accurate client records and ensure documentation is completed in compliance with firm and regulatory requirements Proactively communicate updates or outstanding items to clients and advisors Assist clients with online account access, statements and general account questions Work closely with custodians and internal departments to resolve service issues in a timely manner Maintain confidentiality of client information and uphold high standards of professionalism and customer service Identify opportunities to improve processes and enhance the client experience Stay current on firm policies, procedures and industry regulations Operate independently with limited oversight, utilizing initiative and professional judgement to carry out responsibilities effectively Job Requirements: Ability to manage multiple tasks, prioritize responsibilities, and meet deadlines in a fast-paced environment Ability to handle confidential information with professionalism and discretion Strong problem-solving skills and the ability to work independently with minimal supervision Knowledge of financial industry practices, investment accounts or custodial platforms preferred Ability to learn firm systems, procedures, and compliance requirements Commitment to delivering exceptional customer service and maintaining a positive client experience High attention to detail and accuracy Analytical and problem-solving skills, with the ability to follow written, verbal, or diagrammed instructions and address issues involving multiple variables Required Education and Experience: High School Diploma or GED required.

2+ years of demonstrated client care experience. Proficiency in Microsoft office products. Environment: Work requires regular attendance, punctuality, and adherence to agreed-upon schedule(s) with willingness to work a flexible and/or rotating schedule, and/or extended hours, as needed. Climate controlled office environment.

Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent employee and customer contacts and interruptions during the day.

Benefits

401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Vision insurance 11 Paid Federal Holidays annually Salary $50,000 - $64,000 per year