What are the responsibilities and job description for the Client Service Specialist position at TGS Financial Advisors?
We are a small, boutique financial advisory firm based in Radnor, PA. Prior work experience or experience in wealth management is not required; many of our most successful employees have come from non-finance backgrounds. However, it is expected that you will participate fully in education and professional development opportunities and develop domain expertise in this field.
TGS Financial Advisors is seeking an individual to provide service support and assistance to Advisors and Planners for daily interactions with high net worth clients. Act as a first level interface and responder for all Client needs and questions, serving as primary administrative liaison between the Firm, clients, and financial partners/custodians.
Accuracy, responsiveness, confidentiality, detail focus, follow through prioritization and most importantly, able to develop a rapport with our clients.
POSITION RESPONSIBILITIES:
- Respond to the on demand, ad hoc communications with clients.
- Collaborate with and support all associates and partners.
- Scheduling.
- Ad hoc participation in client and prospect meetings.
- onboarding of clients.
- Maintain and service client accounts for the lifecycle of the relationship.
- Data retention.
- Execute financial transactions such as transfer of assets, check depositing, and monitoring of client accounts.
- Communicating to our clients that we are experts in this field and that we care for their well being.
QUALIFICATIONS:
- Mature, clear communications skills and professional demeanor
- Knowledge of Microsoft Office and Google Applications
- Ability to balance multiple, competing demands
- Personal and Professional references supporting Candidate's resume
Physical Setting:
- Office located in Radnor, PA
Ability to commute/relocate:
- Radnor, PA 19087: Reliably commute or planning to relocate before starting work (Required)
Education:
- Bachelor's (Preferred)
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Tuition reimbursement
- Vision insurance
Compensation Package:
- Bonus opportunities
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- client service: 1 year (Preferred)
Work Location: In person
Salary : $40,000 - $60,000