Client Service Specialist: Wealth Management

Company: NFP Corp
Location: San Rafael
Posted on: January 25, 2023

Job Description:

Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with $17B in AUM. We have more than 280 employees serving clients from 19 offices in 11 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com. Summary of Essential Duties: As a member oftheclient service team, this person will primarily support the Advisors in all aspects of servicing our clients. Assuch, this person will be an integral part of our team. This is an administrative position reporting directly to the VP of Client Operations on the West Coast.This position requires attention to detail, strong organizational skills, and a pro-active attitude to successfully manageclient-focused and operational activities, as well as working effectively with all employees atWealthspire. Primary Responsibilities: ---Fulfillon-goingclient requests---Assist clientsin a timely and accurate manner, striving toexceed client expectations---Composeprofessionalletters and emailsto clients---Assist Advisorswith fulfilling client requests,always looking for ways to better support Advisors---Work effectivelywith employees in different locations utilizing various methods of communication---Manageapaperless office---Completeaccountpaperwork forclients, utilizing electronic methods whenever possible---Input and updateaccurateclient information inall systems---Maintain and updateclient service procedures---Take ownership, as appropriate, of certain daily functionswithin client services---Answer phonesand other generaladministrative duties as needed---Front desk backup-meet and greet clients, set-up/breakdownconference rooms for meetingsSystems---Proficient with in-house office systems-Client Relationship Management and Document Management Systems (e.g.,Salesforce,Box, DocuSign, ShareFile, Zoom, Teams)---Excellent computer skills with Microsoft Office -Suite Qualifications: ---Bachelor's degreepreferred---At least two years ofdirectly relatedindustryexperience---Numerical accuracy and attention to detail amust---Ability to prioritize tasks and work in a team environment---Desire to learn, be resourceful, and thinkoutside the box---Professional appearance and manner---Strong written and verbal communication skills Career Path: Through experience and performance may be promoted to other functional areas depending on interest and aptitude What We Offer NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discountprograms, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationshipswith our employees because, at the end of the day, we exist to be there for others.

Keywords: NFP Corp, San Rafael , Client Service Specialist: Wealth Management, Executive , San Rafael, California