Client Service Specialist jobs in Virginia
Recently Added Client Service Specialist jobs
Senior Client Service Specialist
- MAI Capital Management
-
Leesburg, VA
FULL_TIME
-
GENERAL JOB DESCRIPTION
Active member of the Wealth Management Group. Responsible for client account related service, new business matters, account set-up and overall client service requests. Coach, train, and mentor new Client Service team members on various client requests and decisions for MAI Wealth Management clients.
MAJOR DUTIES AND RESPONSIBILITIES- Responsible for training, coaching, and reviewing new Client Service Specialist work.
- Mentors less experienced team members in all aspects of Client Service work
- Offers performance-based feedback on Client Service Specialist work.
- Responsible for all service-related matters to meet the needs and requests of Wealth Management clients.
- Responsible for new business processing of client accounts, on-boarding responsibilities associated with new accounts, and ongoing maintenance of the accounts.
- Structures and verifies the various money movements among clients' accounts.
- Prepares MAI annual retainer, initial financial plan fee agreements, Investment Advisory Agreements, Investment Policy Statements, Private Asset and Outside 401k documents.
- Partners with the Wealth Advisors to ensure complex billing specifications are set up for client accounts.
- Gathers, reviews, and submits portfolio tax information to clients and accountants.
- Responsible for client performance reporting – including reconciling statements to reports, updating manual reporting entries, making sure any new accounts are captured.
- Maintains client accounts – including opening and closing client accounts, preparing transfer forms, address changes, maintaining master account list; often interacts directly with the client based on complexity of account structure.
- Utilize deep level of knowledge to resolve service-related matters for client accounts.
- Assists senior level team with trading client accounts via the Moxy trading platform, as needed.
- Prepares and processes client wire transfers.
- Generates client correspondence to assist with account set up, client needs or queries.
- Processes and submits quarterly and ad-hoc reporting to client via their preferred method (mail or email)
- Ensures all client files and documentation adhere to MAI standards and can remediate any documents that require updating.
- Maintains and updates CRM lists for various mailings and contact pieces (MAInsights, other general alerts, etc.)
- Works with Operations to set up client accounts or make needed changes to keep accounts in good order.
- Leads projects, as needed.
- Bachelor’s degree and/or equivalent experience
- Client service experience in financial industry, such as brokerage and/or banking (7 yrs.)
- Demonstrated ability to work with HNW individuals with complex account structures.
- Demonstrated ability to on-board and train new Client Service team members.
- High level of proficiency with Microsoft Office suite, including Excel, Outlook, Word, Adobe, PowerPoint
- Strong financial analytical skills and knowledge of account structures and investments
- CRM experience
- Thrives in a fast-paced and dynamic team-based environment.
- Passionate about service for clients
- Maintains absolute confidentiality of all client information and safeguards client and company data; maintains high ethical standard in all practices.
- Develops best practices and implements across other Client Service Specialists
- Independently makes decisions, overcomes hurdles, solves problems, and implements.
- Ability to lead others in making decisions and implementing them.
- Ability to expedite and prioritize requests from clients and team members for best execution.
- Strong organizational skills: ability to analyze, interpret data/instructions, and knows to ask questions.
- Organized, detail-oriented, and able to multitask and meet deadlines.
- Strong industry business acumen and can demonstrate effectively working with clients.
- Tax, Banking, and Investment knowledge, including account structures.
- Motivated to learn about all areas of the division and firm as part of a growing and fast paced team.
- Experience working on interdepartmental teams.
- Professional demeanor, superb work ethic, high level of personal ethics and integrity
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k)
- Health Savings Account
- Paid Maternity Leave
- Paid Parental Leave
- Tuition Reimbursement
- 3 Days Ago
Client Service Specialist
- Whitbeck Bennett PLLC
-
Herndon, VA
FULL_TIME
- Whitbeck Bennett is looking for a friendly, professional, and welcoming, experienced client services specialist in Herndon who can handle multiple aspects of client relations at our firm. As the perso...
- 7 Days Ago
Client Service Specialist
- Augusta Valley Animal Hospital
-
Staunton, VA
FULL_TIME
- The Client Service Specialist’s main responsibility is to provide exceptional client service while maintaining a smooth and efficient flow of clients and patients through the animal hospital. More spe...
- 8 Days Ago
Client Service Specialist
- Whitbeck Bennett PLLC
-
Leesburg, VA
FULL_TIME
- Whitbeck Bennett is seeking an experienced bilingual Client Service Specialist for our Leesburg or Herndon locations. The ideal candidate embodies professionalism, friendliness, and a welcoming demean...
- 17 Days Ago
Client service specialist
- PrideStaff
-
Gainesville, VA
FULL_TIME
- Customer Service Specialist Be a part of a dynamic and energic team as a Customer Service Specialist. Bring your attention to detail and fantastic communication skills to aid in an important aspect of...
- 18 Days Ago
Client Service Specialist
- WhitbeckBennett
-
Leesburg, VA
FULL_TIME
- Whitbeck Bennett is seeking an experienced bilingual Client Service Specialist for our Leesburg or Herndon locations. The ideal candidate embodies professionalism, friendliness, and a welcoming demean...
- 16 Days Ago
Client Service Specialist jobs at Popular Companies
Client Services Specialist Lead
- Experis
-
St. Louis, MO
- Our client, a Global Food Manufacturer, is looking for a Client Services Specialist Lead to help drive exceptional custo...
- 6/11/2024 12:00:00 AM
Client Service Specialist
- COGENCY GLOBAL INC.
-
Albany, NY
- Job Description Job Description Client Service Specialist Albany, NY Full Time M-F 9:30 AM – 5:30 PM Summary: We are loo...
- 6/11/2024 12:00:00 AM
Client Service Specialist
- J. J. Keller & Associates, Inc
-
Neenah, WI
- Requisition #: 19081 Functional Area:Account Management; Audit/Risk/Compliance; Client Service Employment Type:Full-Time...
- 6/11/2024 12:00:00 AM
Client Service Specialist
- Watchtower Security
-
Maryland Heights, MO
- Description Location: St. Louis, MO Salary: $47,000 - $52,000 Watchtower Security, a rapidly expanding organization, is ...
- 6/11/2024 12:00:00 AM
Client Service Specialist
- Umpqua Bank
-
Issaquah, WA
- Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking ser...
- 6/9/2024 12:00:00 AM
Client Service Specialist
- Cramer Management LLC
-
Horsham, PA
- Job Description Job Description Independent Branch Client Service Specialist --Horsham, PA Independent Branches, led by ...
- 6/8/2024 12:00:00 AM
Client Service Specialist
- ADP
-
Louisville, KY
- At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do...
- 5/30/2024 12:00:00 AM
Client Service Specialist
- ADP
-
El Paso, TX
- At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do...
- 5/24/2024 12:00:00 AM
About Virginia
Virginia (/vərˈdʒɪniə/ (listen)), officially the Commonwealth of Virginia, is a state in the Southeastern and Mid-Atlantic regions of the United States located between the Atlantic Coast and the Appalachian Mountains. Virginia is nicknamed the "Old Dominion" due to its status as the first English colonial possession established in mainland North America and "Mother of Presidents" because eight U.S. presidents were born there, more than any other state. The geography and climate of the Commonwealth are shaped by the Blue Ridge Mountains and the Chesapeake Bay, which provide habitat for much of ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Service Specialist jobs
$44,902 to $55,070
Most Popular Cities in Virginia for Client Service Specialist Jobs
What does a Client Service Specialist do?
Client Service Specialist
Develop relationships with new potential clients and existing clients through the phone, using a professional, friendly, and courteous manner.
May 09, 2023
Manage, nurture and develop client relationships, effectively resolve client concerns and provide pro-active client support.
February 11, 2023
Client Service Specialist in New Brighton, MN
Acts as liaison between external and internal customers so as to facilitate and maintain an efficient exchange of information regarding customer issues.
December 23, 2022