What are the responsibilities and job description for the Client Service Specialist position at The Joseph Group Capital Management?
Position Description
Title: Client Service Specialist
Reports to: Manager of Client Services
Benefits: Yes
Status: Full Time
Role Summary
The Client Service Specialist (CSS) is a professional who strives for a career in client service and will join The Joseph Group (TJG) to build and maintain a solid foundation for client relationships and the firm. The CSS will become familiar with and primarily execute client service duties, become a mainstay of the Service Excellence Team (SET), and cultivate TJG’s strong culture of compliance. A successful candidate will live and exemplify TJG’s core values of Integrity, Teamwork, Humility, Excellence, and Enthusiasm.
Duties and Responsibilities
Serve as a member of the Service Excellence Team (SET).
Build and maintain strong working relationships with all members of the team.
Provide High Touch Service for clients.
- Prepare and complete new account openings and transfers.
- Take ownership of and provide solutions for complex client situations.
- Communicate in a manner that ensures clients have a terrific TJG experience with every interaction.
Utilize Client Relationship Management (CRM) and Advisor Reporting software (i.e., Envestnet Tamarac) to manage, document, and research service requests.
Process daily and as-needed service requests.
- Monitor, research, and process all daily alerts from primary custodian, Charles Schwab.
- Ensure efficient execution of client requests with a friendly and personal touch, such as but not limited to: Cash requests/distributions, Account updates (e.g., transfers, beneficiaries, account links, etc.).
- Seek to make TJG systems and processes better and scalable.
- Spearhead technology initiatives within TJG.
- Develop, support, and follow compliance procedures and document, as applicable.
Qualifications
This position typically requires the following qualifications:
- Experience that demonstrates people and teamwork skills
- A passion for caring for clients
- Excellent communication, listening, and relationship-building skills
- Proactive, self-motivated personality
- Ability to prioritize while maintaining detail-oriented organization of multiple tasks
- Proficiency in Microsoft Excel, Word, Outlook, etc.
- Strong technical skills to support various projects
- Bachelor’s Degree and/or experience with investment client service platform(s) is a plus
- A team player in The Joseph Group’s “Best Places to Work” culture
- Desire and ability to work successfully in a small company environment
Salary and Benefits
Pay/benefits are competitive based on industry standards.
- Salary will be based on experience
- Benefits include health care, 401(k)
- Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities
Contact
Send cover letter and resume to:
Angie Eversole
Manager of Client Services
angie.eversole@josephgroup.com
The Joseph Group Capital Management
605 South Front Street, Suite 100; Columbus, OH 43215
Phone: 614-228-4300 | www.josephgroup.com
The Joseph Group is an Equal Opportunity Employer
Job Type: Full-time
Pay: $50,000.00 - $62,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Schedule:
- Day shift
- Monday to Friday
Ability to Commute:
- Columbus, OH 43215 (Required)
Work Location: In person
Salary : $50,000 - $62,000