Client Service Specialist - job 1 of 6

Job Summary

A company is looking for a Client Service Specialist to provide exceptional service to investment clients and Financial Advisors in a remote environment.

Key Responsibilities

• Process iCapital enrollments and handle cash management functions, including ACAT, wire, and ACH transfers
• Deliver excellent customer service by explaining complex money movement processes to clients via various communication channels
• Collaborate with cross-functional teams on operational matters and ensure timely completion of service requests

Required Qualifications

• High School Diploma or GED required; Bachelor's degree preferred
• Minimum of 2 years' experience in financial services operations preferred, with knowledge of investment products
• Experience in client service aspects of investment advisory, such as ACAT and IRA distributions
• Familiarity with web-based investment service delivery and remote service models