The Client Service Specialist plays a key role in consistently delivering a memorable client experience. They are responsible for ensuring client needs are met in a pleasant, accurate, and timely manner. The position’s focus is on providing team member support as the direct contact for processing most client service requests. A high degree of direct communication with clients is required, therefore pleasant, clear and concise, verbal and written skills are a must. Superior customer service is paramount for new and existing clients via telephone, as well as personally in-office. The focus of the Client Service Specialist should be one of accommodation toward fellow team members in the firm and firm clients with high attention to detail, and special emphasis on personally exemplifying the long term organizational vision and objectives.

Who You Are

You communicate to connect. You have the confidence and skill to communicate positively, effectively and professionally, regardless of your audience. You think about how to enhance the relationship with every email you send and every call you make.

You juggle tasks like a pro. You work well under pressure, and know how to prioritize deadlines. You handle changing priorities and evolving responsibilities with ease. You find a way to work well with people of different personality types and expectations.

You like being several steps ahead. Through your exceptional organizational skills, you anticipate both staff and clients’ individual needs by proactive thinking and asking all the right questions. You make complex tasks look easy by taking initiative to plan ahead.

You deliver the “Wow” Factor. Your attention to detail always impresses people. You regularly receive praise for your quick and accurate work product. You go above and beyond what people expect as you ruthlessly pursue a perpetual “5-star” rating.

You’re by the book, but think outside the box. You respect process and procedures, while simultaneously thinking critically about making them run more efficiently.

You’re all in. You are loyal and committed to the culture of Summit and the vision and values we share. You keep an open mind and believe constructive criticism is a great way to grow. Most importantly, you recognize the synergistic value of a team.

Job Functions:

• Provide in-office staff support by filtering incoming phone calls and directing telephone communication during normal office hours (8:00am – 5pm).
• Assist in preparation, presentation, and assembly of presentation documents for client meetings.
• Prepare, deliver and process paperwork to open, close, transfer or update client accounts.
• Handles all necessary account maintenance including, but not limited to: wires, journals, check requests and all corresponding documentation.
• Meticulously follow established processes and SOP’s. Attention to detail and work product accuracy is a must.
• Verifies that all requests to custodians are received and accurately completed.
• Reconcile transferred assets by organizing and obtaining historical cost basis data.
• Obtain account information and provide necessary correspondence for related professional service inquiries including, but not limited to attorneys, CPA’s and other COI’s.
• Provide current/historical client account information using Portfolio Reporting System (Axys Advent; eMoney).
• Provide support for web-based client account access and onboarding (Custodian & eMoney).
• Previous functional experience with the eMoney program is highly desired.
• Maintain client portal and check that account updates are reflected accurately to clients.
• Handle client requests and concerns regarding statements, trade confirmations, and other related correspondence.
• Maintain processes and procedures with meticulous documentation of client information in CRM Software (Junxure Cloud). Process and communicate completion of action items that result from client meetings.
• Gather, input and maintain client/call information on client services group tracking spreadsheets.
• Offer proactive assistance in organizing and streamlining work flow for advisors.
• Candidate will be working primarily for 2 advisors; one in Orlando and one who is remote.
• Provide administrative support for client appointment scheduling and re-scheduling and telephone coverage.
• Provide assistance for special projects in all departments.
• Assist with editing and writing articles for our newsletter and blog.
• Maintain a pleasant, open, and helpful attitude in all team member interactions.
• Maintain a consistently pleasant and upbeat attitude with all clients and vendors as a SWP “brand ambassador.”

Job Type: Full-time

Pay: $43,000.00 - $47,500.00 per year

Benefits:

• 401(k)
• Disability insurance
• Health insurance
• Health savings account
• Paid time off

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

COVID-19 considerations:
For initial interviews, we will handle them via phone calls. 2nd round interviews will be done in-office or Zoom.

Work Location: In person

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