Financial Advisory Client Services Specialist

Lead with Purpose. Partner with Client Relationship Specialist plays an advanced role in supporting client relationships managing complex account and service needs and helping deliver an exceptional client experience. As a trusted partner to Advisors and clients this position serves as a primary point of contact for sophisticated client situations including complex account structures wealth planning initiatives and ongoing service addition to client-facing responsibilities the Client Relationship Specialist II contributes to operational excellence by identifying process improvements participating in business initiatives and mentoring less experienced team role requires strong technical knowledge attention to detail sound judgment and a commitment to delivering a high level of service. This position also serves as a key development opportunity within the Wealth Management career path. Team members who successfully complete all required FINRA licensing requirements and demonstrate proficiency in client relationship management advisory support wealth planning processes and overall job competencies may be eligible for advancement to the Wealth Advisor Associate Youll Do:Manage complex account structures including trusts estates and multi-entity wealth planning initiatives in collaboration with Advisors and outside legal and tax as a primary service contact for clients ensuring timely and accurate resolution of inquiries and identify opportunities to enhance client experience and improve service guidance coaching and support to Associates and newer Client Relationship current knowledge of regulatory requirements compliance standards and industry best informed on industry trends and market developments relevant to client concerns and planning with Advisors to gather client information prepare reports and support the development of financial plans and Advisors with appointment scheduling meeting preparation agenda development and follow-up on action the implementation of client strategies and service plans by coordinating activities across internal and external ensure accurate maintenance of client records and in projects designed to improve operational processes systems workflows and client service ideas and feedback to enhance efficiency scalability and overall team client appreciation events educational seminars workshops and community engagement with traditional and digital marketing activities that strengthen client relationships and support business development You Bring:Strong understanding of financial services operations account administration and client service best attention to detail and ability to manage confidential information with professionalism and written verbal and interpersonal communication to build trust and maintain strong relationships with clients Advisors and team organizational time management and prioritization skills in a fast-paced with Microsoft Office Suite CRM platforms and financial planning to work independently while exercising sound judgment regarding situations that require Advisor to maintain accuracy under pressure while considering the broader context of a clients financial problem-solving skills and a proactive approach to identifying and addressing client commitment to delivering a high-quality client experience and fostering long-term client relationships.