What are the responsibilities and job description for the Client Service Specialist position at Calamos Investments?
Primary Responsibilities:
- Provides exceptional client support in an efficient, timely and professional manner. This role involves heavy client contact both on phone and in email, with occasional in person meetings and client events.
- Handles complex account maintenance requests and money movements, involves direct communication with clients and custodians (wire and check requests, Power of Attorney, Trust reregistration, letters of instruction, restrictions, etc.).
- Creates client reviews and other performance comparisons for client meetings and/or presentations.
- Assists in client onboarding processes; includes obtaining and organizing client information and statements, pre-populating outgoing new account paperwork for client signature, monitoring account funding and transfers, answers client questions regarding paperwork.
- Consistently works to deepen existing relationships with high-net-worth investors to both enhance their client experience as well as increase share of client wallet with Calamos.
- Logs all contacts each day as they are made in the CRM system, including: inbound/outbound calls, voicemails, email, literature, conference calls, etc.
- Maintains current and detailed desktop procedures; makes recommendations for process improvements in order to create efficiencies.
- Performs related duties as assigned.
- Bachelor’s degree in business or related discipline is required.
- 5-8 years financial services industry experience in a sales/client support capacity; experience in wealth management and/or investments preferred.
- Must be organized and goal-oriented. A high attention to detail is essential.
- Must display a passion for client service and drive to advocate for client needs & solutions.
- Must possess excellent communication and interpersonal skills to work with internal office staff and external clients.
- Must be a self-starter with the ability to handle many projects at one time, and flexible regarding priority shifts.
- Must be able to diligently adhere to existing policies, processes and regulatory requirements and comfortable learning & adapting to new changes to standard operating procedures.
- Proficient and advanced skills with Microsoft Office (Word, Excel, PowerPoint, Outlook, OneNote and SharePoint).
