Overview In this wealth management client services role, you will ensure an exceptional client experience by guiding onboarding, coordinating with internal teams, and addressing client needs. You'll collaborate with advisors to schedule reviews and serve as the primary contact for inquiries, shaping a smooth, compliant client journey. This position sits at the intersection of sales support, operations, and financial planning, offering meaningful impact in a growth-focused team. You'll work closely with cross-functional partners to enable seamless interactions and robust client service.
Compensation / Benefits- health benefits
- wellbeing programs
- retirement plans
- paid time off
- learning and development programs
- expense reimbursement
Responsibilities- Guide new clients through onboarding, explain account setup, services and procedures
- Coordinate with internal teams to ensure smooth client transitions
- Establish regular client review processes with advisors
- Serve as primary client contact for inquiries and timely responses
- Collaborate on preparing client meeting materials (financial plans, performance reports, investment summaries)
- Coordinate with custodians and brokerages for client transactions
- Maintain accurate client records and follow up on outstanding items
- Ensure compliance with regulatory requirements and internal policies
- Maintain client data in CRM and keep profiles up-to-date
- Attend team meetings and contribute to client service improvements
- Handle administrative tasks and office organization
Key requirements- Solid understanding of financial planning principles, investment strategies, and regulations
- Excellent communication, presentation, and interpersonal skills
- Ability to manage multiple tasks and projects effectively
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint)
- Ability to adapt to a rapidly changing business and technology environment
- Lifelong learner with ability to adopt new solutions and respond to new systems
- Ability to maintain confidentiality of highly sensitive client information
- Regular and predictable attendance; willingness to travel up to 25%
- Bachelor's degree in Business, Economics, Finance, or related field (preferred or equivalent experience)
- Familiarity with financial technology and regulatory environment preferred
- communication
- interpersonal skills
- multi-tasking
- CRM systems (Salesforce)
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Orion
