Reference Number: HRJ7551
Location: Cleveland, Ohio

Judson Group has partnered with a quickly growing, award winning, wealth management firm located in the greater Cleveland area to help them add a Senior Client Service Specialist to their team. This candidate will have the unique role of providing high-touch client service for a select group of clients, while also leading the client service team day-to-day. The ideal candidate is passionate about client service, demonstrates exceptional communication and time management skills, and is a team player with leadership experience.

Responsibilities:

• Work closely with leadership team of the firm to set, implement, and maintain best practices for the client service team, ensuring a strong client experience for all clients.
• Lead a client service team of two additional individuals, including managing any complex/escalated client needs that arise.
• Manage client needs in all aspects of service including opening/updating client accounts, money transfers, drafting documentation, and client communications for the clients assigned.
• Act as a liaison between advisors, clients, and custodians to process client requests and resolve issues.
• Prepare various reports for client reviews and other miscellaneous meetings.
• Develop new ways to continuously provide the best service to the firm’s clients.

Requirements:

• 3+ years’ wealth management experience required; leadership experience preferred.
• 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
• Team player nature; ability to be a player coach on a team that works very collaboratively.
• Excellent technology skills: Typing proficiency, Word, Excel, PowerPoint a must.

Compensation:
Competitive base salary, bonus, and benefits

Location:
Cleveland, Ohio

Reference Number: HRJ7551