<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect!</p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is primarily a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You’ll manage client requests, collaborate with advisors, and help streamline processes to enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests (account openings, transfers, ACH, RMDs, stock donations)</li><li>Communicate with clients and custodians to resolve operational issues</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 6 months</li><li>Three weeks paid vacation plus separate sick days</li></ul>

<p><strong>Want to know more?</strong> Apply today and send your resume via LinkedIn to JC del Rosario — let’s explore if this opportunity is the right next step for your career.</p><p><br></p><p><strong>What We’re Looking For</strong></p><ul><li><strong>3+ years of experience</strong> in a relevant role</li><li>Prior experience in <strong>wealth management, brokerage, or investment advisory</strong> (required)</li><li>Strong understanding of financial operations (e.g., <strong>ACAT, ACH, RMD</strong>)</li><li>Excellent communication and organizational skills</li><li>Experience working with custodians (<strong>Schwab, Fidelity, Pershing</strong>); familiarity with <strong>Orion</strong> is a plus</li><li><strong>Bachelor’s degree preferred</strong></li></ul>

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