What are the responsibilities and job description for the Client Service Specialist position at Modera Wealth Management?
Wealth Management Firm Seeks Client Service Specialist - Winston Salem, NC
Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership.
The Client Service Specialist (CSS) is responsible for the day-to-day servicing of clients and account maintenance, serving as a key contact person for all account-related client requests.
We are seeking individuals who embody Modera’s core values:
- Confident Humility – a quintessential team player, willing to do whatever it takes to get a job done
- Contagious Growth Mindset – a continuous learner with intellectual curiosity that inspires others
- Pragmatic Optimism – a positive attitude grounded in realism
In addition, the ideal candidate:
- Shares our commitment to diversity and an inclusive working environment
- Is extremely organized with excellent attention to detail
- Is capable of prioritizing and managing multiple tasks concurrently
- Thrives in an environment focused on creative problem solving
- Is an engaging and charismatic communicator
- Has a passion for excellent service
- Is a self-starter
Job responsibilities include but are not limited to:
- Provide comprehensive client service for the firm’s clients and support for Lead and Support Advisors. This includes corresponding with clients (electronically and verbally), account management (opening and transferring accounts), processing check requests, money transfers, drafting letters of instruction, liaise with custodians, accountants, and other professionals, etc.
- Responsible for the accuracy and timeliness of work, including documenting, completing, and tracking completion of client related tasks and properly updating system software with client and other related information.
- Initiate workflow processes and ensure that checklists are generated and completed for meetings. This includes onboardings, comprehensive reviews, discovery meetings, terminations, etc.
- Prepare for client meetings. This includes generating reports and any other documents the Lead Advisor may need for their meeting. May attend client meetings in a technical, supporting or learning role.
- Monitor client account activity, research and resolve issues, and follow-through to ensure client’s needs are met.
- Update and maintain Service Team training guides as necessary.
- Organize, scan and maintain all client paperwork.
- Assist in greeting clients and visitors, screening and transferring calls, and scheduling meetings.
- Multi-task, organize and complete all other projects as assigned by management, prioritize projects, client needs and office procedures.
- Consistently maintain a high standard of customer service.
- Preserve client confidentiality.
Qualifications for this position:
- Minimum associate degree.
- Minimum of 3 years of experience in a registered investment advisory firm or financial services field.
- Intermediate finance and custodian knowledge.
- Proficiency with Word, Excel, and Outlook.
- Excellent written and verbal communication skills.
- Highly professional team player, able to work well with all levels of the firm, as well as with clients.
- Adaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods to meet tight deadlines.
- Must be organized, meticulous, dependable, adaptable, detailed and service-oriented and able to multitask.
- Personable, warm, engaging; Client first attitude; Supports a team environment.
- Strong sense of professionalism and discretion required.
What we offer:
- Competitive salary commensurate with experience
- Performance-based bonus
- Safe Harbor 401(k) plan
- Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
- Paid vacation
- Opportunities for professional growth and continuing education
- Partial remote work
No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.
Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North
Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.
Client Service Representative
Animal Hospital of East Davie -
Advance, NC
Client Implementations Specialist
The Clearing House -
Salem, NC
Billing Specialist
ADVANCED APPLIANCE SERVICE -
Salem, NC
