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Client Service Specialist

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Confidential Posting


Job Summary

Bala Cynwyd, PA 19004
Financial Services
Job Type
Full Time
Years of Experience
2+ to 5 Years
Education Level
Bachelor's Degree
Career Level
Experienced (Non-Manager)

Competitive with benefits

Client Service Specialist

About the Job

A fast-growing, dynamic independent financial advisory firm located in Bala Cynwyd, PA (suburbs of Philadelphia) is in need of a Client Service Specialist. We offer a team environment, a reputation for excellence, an established client base and growth potential to help you reach your personal goals.


We specialize in investment management and financial planning using a customized approach for high net worth couples, women and small business owners. We are currently seeking a dedicated team player with the desire to learn the business from the ground up and who is enthusiastic about helping people strive for financial independence.  Our Client Service Specialist position requires a bright, hard-working, personable individual.


Position Overview:


This position will support the associate advisor and the owner/lead advisor in all facets of the client relationship. The primary role of this position is to fulfill all daily operational client service needs.  You will also assist in portfolio report generation, financial planning data entry, the creation of projections within Excel spreadsheets and operation of firm related software.


You must be independent and a critical thinker in the area of meeting the needs of client service requests. The associate advisor will have a great deal of interaction in terms of training and mentoring you in this position.


Key Job Responsibilities:

  • Completion of all account related paperwork
  • Interact professionally and confidently in all client communications
  • Serve as back up to office manager on all incoming and outgoing phone calls,appointments to be scheduled and basic client requests
  • Manage new client integration (onboarding) process
  • Assist with client meeting preparation
  • Work closely with custodian representatives regarding client data and transactions
  • Oversee all client money movement and track transfer of assets
  • Prepare and send specific issue correspondence via email or US mail
  • Respond to all client service requests to completion and full follow up
  • Generate portfolio reports
  • Enter Financial Plan data and assist Associate Advisor in plan creation
  • Gain additional knowledge and expertise in Investment accounts
  • Gain additional knowledge and expertise in Financial Planning software and portfolio management software
  • Demonstrate a mastery level of skill in the execution of Excel spreadsheets
  • Fully assist the associate advisor with tradingandrebalancing steps
  • Assist in trouble shooting hardware and software concerns
  • Observe other roles in the Firm and be willing and capable to cross train in other job responsibilities
  • Participate actively in staff meetings including presenting on special topics when asked and ready to do so


Key Qualifications:

  • B.A. or B.S. degree from accredited four year university
  • Strong financial and analytical skills
  • Strong verbal and written skills
  • Ability to identify, meet and follow through with client requests
  • Willing attitude - "no job is beneath me" and not a clock watcher
  • Detail oriented and able to multi task efficiently
  • Knowledge of types of Investment accounts preferred
  • Knowledge of Financial Planning and Portfolio Management software preferred
  • Independent, autonomous and works based on a "get it done'* mindset
  • Warm, friendly personality as well as the ability to connect with people



  • Competitive salary with performance based incentive pay
  • Career track established and encouraged
  • Company contribution toward health insurance premiums
  • 401k/Profit sharing plan
  • Mentorship and learning opportunities


Who Are You?


You are a dynamic, energetic, highly polished professional, detail-obsessed, a go-getter and a self-starter.  You work well with others and have good problem-solving, multi-tasking and organizational skills. 

Financial Services industry experience is a huge plus!


A Four Year degree is REQUIRED.  This is NOT an entry level position.  Ideal candidates will have a minimum of 3 years of operations and customer service experience (DO NOT apply without experience in both).  You also are comfortable using Microsoft Excel© and would classify yourself as an intermediate to advanced user.  You may be tested on your skill level.  You work well with teams and individually and can prioritize your work with minimal supervision.  You are customer service oriented.


Salary will be based on experience but we will pay competitively for the right person.


Qualified candidates will start the process by completing a Top Grading Career History Form and if you are selected to advance in the process, you will then be invited to schedule a 15 to 30 minute phone interview conducted by our consultant (who is the hiring manager for this position).  If there is mutual ground on which to move forward, candidates will be asked to take a Kolbe and/or Caliper assessment.  If the process moves from there, additional testing and assessments will be required.



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