Client Service Specialist

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. Located near Grand Central Station, 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.