What are the responsibilities and job description for the Client Experience Specialist position at Withum Wealth Management?
We are searching for a master multi-tasker with excellent communication skills and a cheerful attitude for our fast-paced, high-energy wealth management team. Candidates should be able to assist portfolio managers, team members, and all clients to the company by handling office tasks, providing polite and professional assistance via phone, mail, and e-mail, and generally being a helpful and positive presence in the workplace.
To be successful as a Client Experience Specialist, candidates should be detail oriented, build sustainable and continuous relationships with clients, and show initiative and drive. They should always be prepared and responsive, willing to meet each challenge directly, with accurate responses or a direct path to reach the goal. Client Experience Specialists must be comfortable with Microsoft suite of products, general office tasks, and excel at both verbal and written communication. Most importantly, Client Experience Specialists should have a strong desire to provide world-class client service and leverage existing technology to enhance our clients’ experience.
Client Experience Specialist Responsibilities:
• Speaking to clients, relaying to the appropriate team member, handling client requests, taking detailed notes to relay to portfolio managers.
• Handling office tasks, such as generating reports and presentations, setting up for meetings.
• Working as liaison between client and custodians such as Schwab, TD and Fidelity by processing requests in a timely fashion.
• Manage client expectations directly with portfolio manager/team and custodians.
• Providing real-time scheduling support by booking appointments and preventing conflicts.
• Greet and assist clients.
• Maintain polite and professional communication via phone, e-mail, and mail.
• Quarterly responsibilities include, but not limited to, reviewing quarterly client reports, printing, and mailing directly to clients.
• Annual responsibilities include, but not limited to, obtaining and organizing spreadsheets related to client's Required Minimum Distributions (RMDs) from their IRA Accounts.
• Anticipate the needs of others in order to ensure their seamless and positive experience.
• Desire to be proactive and create a positive experience for others.
The most qualified candidate for this role will have prior experience assisting within a customer service environment. A great fit for our team must be reliable, flexible, people-oriented, friendly, patient, fast learning & quick thinking. You will become part, and collaborate with, our fun and close-knit team of professionals. Are you ready to crush it and join our team?