<p><strong>Ready to take the next step? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a skilled <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This role is primarily focused on back-office operations with some client interaction via email and phone. You’ll play a key part in delivering exceptional service, managing client requests, and collaborating with advisors to streamline processes and enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process client service requests, including account openings, transfers, ACH transactions, RMDs, and stock donations.</li><li>Communicate with clients and custodians to resolve operational issues promptly.</li><li>Prepare reports and assist with quarterly client reporting.</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion).</li><li>Support meeting preparation and contribute to process improvements.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after six months.</li><li>Three weeks of paid vacation plus separate sick days.</li></ul>

<p><strong>Ready to explore your next career move? Apply today and share your resume via LinkedIn with JC del Rosario — let’s connect and see if this opportunity is the perfect fit for you.</strong></p><p><br></p><p><strong>What We’re Looking For</strong></p><ul><li><strong>3+ years of experience in a relevant role.</strong></li><li>Prior experience in wealth management, brokerage, or investment advisory (required).</li><li>Strong knowledge of financial operations, including ACAT, ACH, and RMD processes.</li><li>Exceptional communication and organizational skills.</li><li>Experience working with custodians such as Schwab, Fidelity, and Pershing; familiarity with Orion is a plus.</li><li>Bachelor’s degree preferred.</li></ul>

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