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As a Client Specialist, you'll provide operational support to Financial Advisors, handle client onboarding, and maintain effective communication and documentation, aiding in the growth of wealth management strategies.

Provide administrative and client-service support to an institutional sales team: manage scheduling, travel and logistics, maintain CRM and client records, prepare materials and interaction reports, coordinate internal stakeholders, process expense reports, handle communications, and support team events.

Provide technical support and client service via phone and email, troubleshoot moderate technical issues, assist with system administration, support QA testing, analyze and improve automated processes, update process documentation (BPMN/DMN), and collaborate with stakeholders to implement solutions.

Provide client service and operational support to financial advisors: coordinate onboarding, maintain CRM, handle communications and transactions, prepare account paperwork and proposals, support events and social media, and ensure regulatory compliance. Pursue required securities licensure.

As a Client Specialist, you'll coordinate client onboarding, manage communications, support account operations, and organize client events for Financial Advisors.

Provide high-quality client service and operational support to Financial Advisors, coordinating onboarding, managing communications and CRM, preparing account paperwork and meeting materials, processing client transactions, supporting events and social media, ensuring compliance, and proactively identifying investment opportunities to support advisor business growth.

Support a Financial Advisor/team by developing and delivering customized financial plans, performing investment and portfolio analysis, connecting with next-generation clients, assisting implementation and marketing, tracking planning-related revenues, and serving as a planning specialist to drive client growth and close opportunities.

Support Financial Advisors by coordinating client onboarding, managing CRM and high-touch communications, preparing account paperwork and proposals, executing transactions, organizing events, and ensuring regulatory compliance. Identify growth opportunities to drive advisor business and provide backup support across branch functions.

Review annuity and insurance transactions for suitability, documentation completeness, and regulatory compliance; escalate complex or high-risk matters; advise and partner with advisors and branch teams; document supervisory decisions; identify trends and recommend process or training improvements; participate in testing, training, and special projects.

Provide client service and operational support to Financial Advisors, including onboarding, account maintenance, CRM management, communications, meeting/material preparation, regulatory compliance, transaction processing support, and organizing client events to enhance advisor productivity and client experience.