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Client Services Specialist
3 months ago
Position Overview: Client Services Specialist - Competitive Salary - Fully Remote
Are you an experienced professional with a robust background in SJP? Our client, a prominent SJP Practice focused on tailored wealth management solutions, is seeking a highly proficient Client Services Specialist. Known for their dedication to client satisfaction, our client offers a diverse array of services, including investment strategy, retirement planning, and financial guidance, all customized to align with the distinct objectives of their clientele. They prioritize fostering enduring relationships and providing exceptional service, backed by thorough paraplanning, administrative, and compliance support.
Key Responsibilities:
- Manage comprehensive client reviews from start to finish.
- Engage directly with clients, ensuring effective communication.
- Oversee disinvestment processes and maintain seamless case management through regular updates and submissions.
- Participate in client acquisition and retention efforts.
- Ensure adherence to consumer duty standards.
- Handle a high volume of activity, managing up to 60 active clients monthly.
Qualifications: To thrive in this role, candidates must possess substantial SJP experience, a solid administrative and paraplanning foundation, and outstanding client service abilities.
If you are looking to advance your career in a supportive and dynamic environment, we encourage you to explore this opportunity further.
