Client Service Specialist

Morristown, NJ (Grand Central Area)

Salary: $85,000 - $100,000 per year

Work Schedule: 4 Days In-Office

Position Overview

We are seeking a highly organized and client-focused Client Service Specialist to join our growing wealth management team in New York City. This role serves as a primary point of contact for high-net-worth clients, ensuring an exceptional service experience while supporting Financial Advisors and Wealth Management professionals with account administration, client communications, and operational activities.

The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, relationship-driven environment where client service excellence is paramount.

Key Responsibilities

• Serve as a primary service contact for clients, responding promptly to inquiries and requests.
• Manage account opening, maintenance, transfers, and other client service transactions.
• Coordinate client onboarding and ensure all documentation is completed accurately and in compliance with firm policies.
• Assist advisors with preparing meeting materials, investment reviews, and client presentations.
• Schedule client meetings and maintain advisor calendars.
• Process paperwork related to account updates, money movements, and service requests.
• Monitor account activity and follow up on outstanding client documentation.
• Maintain accurate client records within CRM and portfolio management systems.
• Collaborate with custodians, operations teams, and third-party service providers to resolve client issues efficiently.
• Support client retention efforts by delivering a high-touch and personalized service experience.
• Ensure adherence to regulatory requirements, compliance procedures, and firm policies.

Qualifications

• Bachelor's degree preferred.
• 3+ years of client service, wealth management, private banking, financial services, or related experience.
• Strong understanding of investment accounts, wealth management operations, and financial industry practices.
• Experience supporting Financial Advisors, Relationship Managers, or Wealth Advisors preferred.
• Proficiency with CRM systems, Microsoft Office Suite, and wealth management technology platforms.
• Strong organizational skills with exceptional attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a deadline-driven environment.
• Professional demeanor and commitment to providing outstanding client service.

Preferred Qualifications

• Experience working with high-net-worth or ultra-high-net-worth clients.
• Knowledge of custodial platforms such as Schwab, Fidelity, Pershing, or Raymond James.
• FINRA licenses (Series 7 and/or Series 66) are a plus but not required.
• Familiarity with money movement, account opening, and investment operations processes.

Compensation & Benefits

• Competitive base salary: $85,000 - $100,000 annually
• Performance-based bonus opportunity
• Medical, dental, and vision insurance
• 401(k) with company match
• Generous paid time off and holidays
• Hybrid work schedule with 4 days in-office