Private Client Service Specialist
Immediately
Greenspring Advisors
Owen Demmerly
1 West Pennsylvania Ave.
Suite 500
Towson, MD 21204
Phone: 4435644600
Fax: 866-591-9306
careers@greenspringadvisors.com
Email
The Private Client Service Specialist will work with our Private Client team to coordinate all client service activities with a focus on delivering the ultimate client experience. This position is critical to building client advocacy and ensuring continued profitability of the firm through organic growth and referral opportunities by setting and maintaining high service standards for the firm, creating positive client experiences, and fostering a culture of teamwork and collaboration. This individual spends almost all of their time in client-servicing activities so that lead advisors can focus efforts on growing the firm.
https://greenspringadvisors.com/about/careers/private-client-service-specialist
Responsibilities
- Coordinate and execute service activities, such as Onboarding new clients, resolving Service Requests, gathering and compiling data for client meetings, maintaining client files/dashboards and handling day-to-day client requests
- Process tasks and resolve issues in a timely and accurate manner
- Assist with client reporting and billing
- Manage relationships with clients and internal and external resource providers
- Partner with Senior Financial Advisors and Service Advisors to fulfill client requests and deal with service-related issues
Specific Measures of Success
- Maintains high levels of satisfaction from the advisors he/she directly supports
- Demonstrates efficiency in working with assigned clients by leveraging firm resources and tools
- Understands the differences between each custodian and their processes and workflows (what forms are needed to accomplish different tasks, alternate options, and custodians processing requirements)
- Quickly responds to client requests and resolves open tasks according to practice group standards
Industry/Business Experience
- Minimum 2-3 years in administrative operations role or financial services
Education
- College degree or comparable experience
Skills & Knowledge
- Focus on client needs and customer service at all times
- Detail-oriented and methodical
- Follows up and follows through
- Exceptional organizational skills with a proven ability to multi-task and manage multiple projects
- A team player with good interpersonal skills and the ability to work collaboratively across departments
- Excellent oral and written communication skills
- Demonstrated problem-solving abilities
- Ability to excel in a fast-paced, changing environment
- A self-starter who is assertive, proactive, independent, flexible and accommodating
- Expert in most Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Salesforce and/or Tamarac a major plus.