Client Service Specialist | Bloomfield Hills, Michigan

Reference Number: HRJ6838
Location: Bloomfield Hills, Michigan

Judson Group has partnered with a leading RIA with over $20B AUM in the search for a Client Service Specialist. The firm is known for their commitment to building client relationships and providing financial planning and investment management expertise. This candidate will have the unique role of providing high-touch client service.

This is a support role ensuring an exceptional client experience. In this role the employee will cultivate the relationship through superior service.

Responsibilities:

  • Helping with the flow of operations to offer a highest level of customer service
  • Managing the client onboarding process for UHNW clients
  • Maintaining client data ensuring accuracy, security, and timeliness
  • Preparing various reports for client reviews, meetings, billing, and client transaction requests
  • Maintaining the CRM system and filing system
  • Developing new ways to continuously provide the best service to the firm’s clients

Requirements:

  • Bachelor’s Degree
  • 5+ years’ experience with a financial services or RIA firm working with UHNW clients
  • Experience successfully completing paperwork for new accounts, handling client requests, and meeting/event coordination
  • Knowledge of back-office operations of a financial planning and investment management firm
  • Excellent technology skills including Microsoft Suite and CRM experience
  • Ability to work independently, with little oversight, but with accountability to the client and the organization

Compensation:
Very competitive base salary and benefits

Location:
Bloomfield Hills, Michigan

Reference Number: HRJ6838

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