Client Specialist I

The Client Specialist supports Financial Advisors and provides high-quality customer service to achieve revenue and asset goals.

Requirements

• Solid knowledge of account types and regulations
• Knowledge of banking and investment products required
• Ability to read and interpret documents such as procedure manuals, general business correspondence, journals, or government regulations
• In-person customer service and phone etiquette
• Effective time management skills with the ability to prioritize tasks
• Excellent written and verbal communication skills
• Attention to detail
• Ability to professionally navigate sensitive or urgent client situations
• Must display professional conduct and appearance
• Maintain client privacy and keep highly sensitive data confidential

Benefits

• 401k Matching
• Generous Paid Time Off
• Retirement Plan
• Tuition Reimbursement