THIS IS NOT A REMOTE POSITION

At Greenspring, our Core Purpose is to help every person live their ideal life and we are looking for talented people who share this passion.

Working at Greenspring gives you the ability to :

• Own your future with defined career paths and tools, coaching, and support to help you create the future you want
• Thrive in a great culture where you’ll be a part of a team of people who are committed to each other’s success
• Make a lasting impact on the lives of our clients through the camaraderie of working for a common goal with your peers

The Senior Client Service Specialist will work with our Private Client Advisory team to coordinate all client service activities with a focus on delivering the ultimate client experience.

This position is critical to creating positive client experiences and fostering a culture of teamwork and collaboration.

This individual spends almost all their time in client-servicing activities so that the advisors can focus efforts on growing the firm.

Responsibilities

• Coordinate and execute service activities, such as : Onboarding new clients, initiating and resolving Service Requests, maintaining client files / dashboards, and handling day-to-day client requests.
• Process tasks and resolve issues in a timely and accurate manner.
• Manage relationships with clients and internal and external resource providers.
• Partner with Financial Advisors to fulfill client requests and service-related issues.
• Analyze current workflows, and propose, develop, and implement new workflows.
• Serve as a Subject Matter Expert to train and mentor new team members.

Specific Measures of Success

• Quickly responds to client requests and resolves open tasks according to practice group standards.
• Proactively eliminates obstacles before they become issues.
• Demonstrates efficiency in working with multiple advisors and multiple clients by leveraging firm resources and tools.
• High degree of pride in the accuracy and quality of your work product.
• Understands the differences between custodians and their processes and workflows (what forms are needed to accomplish different tasks, alternate options, and processing requirements).

Industry / Business Experience

Minimum two years in financial services.

Education

College degree or comparable experience.

Skills and Knowledge

• Always focused on client needs and customer service
• Detail-oriented and methodical
• Follows up and follows through
• Exceptional organizational skills with a proven ability to multi-task and manage multiple projects
• A team player with good interpersonal skills and the ability to work collaboratively across departments
• Excellent oral and written communication skills
• Demonstrated problem-solving abilities
• Ability to excel in a fast-paced, changing environment
• A self-starter who is assertive, proactive, independent, flexible, and accommodating
• Expert in most Microsoft Office applications. Comfortable learning and navigating new technology and software applications.

Experience with Salesforce and / or Tamarac is a major plus.

Requirements / Additional Information

The first 90 days will include an extensive, in-person, and hands-on onboarding / training program.

After the first 90 days and with your manager's approval, the Candidate may be eligible to work from home for a specified number of days per month.

Starting annual base salary range : $60,000-$80,000, with the opportunity to earn an additional discretionary annual bonus of up to 10% of earnings.

Firm Profile

Greenspring is consistently ranked as one of the country’s leading independent advisory firms. We look to hire talented individuals with leadership potential, integrity, a sharp analytical mind, creativity, and the ability to work interdependently with others.

We offer a competitive compensation package including :

• Health, Dental and Vision Insurance Offered
• Health Savings Accounts
• 401(k) Plan with employer match and discretionary profit-sharing contributions
• GREEN Units (equity ownership in the firm after two years)
• Paid Time Off Volunteer PTO
• Paid Short-Term and Long-Term Disability Insurance
• Paid Group Life Insurance
• Annual professional development stipend for continuing education, courses, conference attendance, etc.
• Cellphone reimbursements
• Matching Gifts Program
• Stand-up desks, dual computer monitors, monthly social events, and volunteer hours
• Paid parking in our adjoining garage

Last updated : 2024-06-20