Client Service Specialist: Wealth Management
Company: NFP Corp
Location: San Rafael
Posted on: January 25, 2023
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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
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