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Client Service Specialist

Bury Financial Group
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Client Service Specialist:

Bury Financial Group is focused on building a strong team dedicated to serving the needs of our clients. As a referral-only practice, we strive to develop sincere relationships with quality individuals and families whom we enjoy working with and with whom we share common values.

We are looking for a supportive, helpful, precise, and organized person to fill the role of Client Service Specialist. Experience in client service within a financial or wealth management environment is preferred but not essential. This is a fully on-site position in Boardman, OH.

A client service specialist is a key member of the support team working closely with clients and our financial advisors to ensure client onboarding success and satisfaction.

 

JOB DESCRIPTION

  • Assist financial advisor by preparing for meetings and completing transaction follow-up.
  • Assist clients with new account set up and transactions.
  • Track all submitted paperwork through to completion.
  • Communicate with custodians to facilitate the necessary steps for client account setup/service.
  • Answer telephone as backup to front desk.
  • Coordinate with team members to provide consistent, effective client support and service.

 

REQUIRED

  • Above average attention to detail and concern for the exact correctness of work.
  • Comfortable using the phone to make outbound calls and gather information from clients and vendors.
  • A willing and cooperative personality.
  • Strong work ethic and eagerness to “do what it takes” to get things accomplished as part of the team.
  • Excellent written and verbal communication skills to communicate in a polite and professional manner.
  • Helpful, supportive communication with management and peers.
  • Must pass background check and fingerprinting.

 

QUALIFICATIONS (Knowledge, Skills, and Ability Requirements)

  • Excellent organizational skills.
  • Ability to prioritize and manage multiple tasks, responsibilities and deadlines.
  • Excellent and accurate computer skills including data entry (alpha & numeric).
  • Advanced problem-solving skills including the ability to analyze various data and information.
  • Project management skills including process flow and the ability to understand workflow processes and the development and documentation of such. 
  • Knowledge of or experience with printers, facsimile, copier, postage, and other miscellaneous office equipment.
  • Ability to train others in various support roles.

 

CERTIFICATES, LICENSES, REGISTRATIONS, EDUCATIONAL REQUIREMENTS & EXPERIENCE

  • Preferred business, finance, accounting, marketing or communications degree and/or 2-5 years equivalent experience.
  • Advanced computer software knowledge/experience – e.g. Operating System, Microsoft Office Professional (Word, Excel, Outlook and PowerPoint) and Redtail CRM.

 

SALARY AND BENEFITS

Pay/benefits are competitive based on industry standards.

  • $36,000- $50,000 salary rate based on experience plus potential bonus
  • Paid Vacation Time and Holidays after probation period
  • Includes benefits (after 90 days) and retirement plan (after two years).
  • Financial support for professional accreditation/continuing education requirements and other education/training opportunities.

 

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.