What are the responsibilities and job description for the Client Service Specialist position at W3Global Inc.?
Job Description
Job Description
Job Description :
My client provides a comprehensive approach to wealth planning for a select number of high-net-worth families and their related entities. Services include strategic planning, asset and investment management, trustee and estate management, and customized family office services.
We are currently seeking candidates with the following experience and skills to serve as a Client Service Specialist. This is a local, in-office position.
Primary Duties / Responsibilities :
Responsible for general client communications (calls, emails and mailings)
Process client account transactions and monitor cash balances
Maintain financial reports, schedules, and account reconciliations
Assist in preparing materials and reports for client meetings
Assist with researching and resolving client matters
Assist in account opening and closing processes and account maintenance
Document retention and storage
Special projects, as needed
Required Skills :
Strong analytical skills with the ability to exercise prudent judgement
Ability to prioritize and manage projects / tasks
Effective verbal and written communication skills
Ability to work both independently and in a team environment
Attention to detail and accuracy in completing tasks
Self-motivated, proactive work style with strong organizational skills
Desire to learn new skills and software applications
Education and Work Experience
Associate degree required, Bachelor degree preferred
Basic knowledge of wealth management concepts
Strong knowledge of Microsoft Office products
Experience in client service and transaction processing
Experience working with a trust accounting system, or in trust operations or financial services preferred, but not required
The above is not an exhaustive list but is intended to convey the nature of the position. This position allows qualified candidates to assume increasing levels of responsibility as appropriate. Success will be highly dependent upon a candidate's ability to demonstrate initiative.
