Jefferson Bank
JOB FUNCTION:
As part of the Operations team at 1900 Wealth, the Client Services Specialist is responsible for onboarding new accounts and supporting ongoing client service operations. This role collaborates closely with the operations team, Investment Advisors, and clients to ensure a seamless onboarding experience and high-quality service delivery. Additional responsibilities include money movement, account reconciliation, reporting, and general client support.
DUTIES & RESPONSIBILITIES: Account Administration
Manage onboarding and closing of client accounts. Review account applications and checklists for accuracy and completeness. Update account details based on client needs and preferences. Facilitate ACH and wire transfers; set up and monitor recurring distributions. Monitor cash balances for fees, distributions and other needs.
Client Service
Deliver firm services in partnership with Investment Advisors. Prioritize and process client request efficiently. Collaborate with Operations team and Advisors to enhance the client experience. Maintain quarterly reports for client portal.
Back Office Systems
Serve as CRM champion, ensuring data integrity and timely updates. Provide basic tech guidance to clients and Advisors on custodial platforms and portals. Extract data for reporting in collaboration with the Operations team. Support dashboard creation and maintenance for Advisors. Participate in special projects as assigned.
Participate in other projects as assigned. MINIMUM QUALIFICATIONS:
Experience
At least one year of experience in investment operations and client service. Proven ability to deliver high-level client service with professionalism. Education & Skills
Bachelor's degree in Finance, Accounting, or Economics preferred. Experience with Tamarac, Dynamics, Orion, Redtail, or Arch considered a plus Experience using CRM systems and data management Technical Proficiency
Strong computer literacy in Microsoft Outlook, Excel, Word, and PowerPoint. Comfortable using internet browsers and standard office equipment. Competencies
High integrity and accountability. Strong multitasking and organizational skills. Client-focused with excellent communication abilities. Adaptability to change and new technologies. Problem-solving mindset with proactive thinking. Ability to work independently and in a fast-paced environment. Experience working with affluent clients. Physical Requirements
Ability to reach, bend and lift files up to 15 pounds. Prolonged sitting and computer use. Clear verbal communication and hearing. Mobility within office environment. Occasional travel or driving may be required. Driving Position
N/A Supervisory Experience
N/A
This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that employee is responsible. Duties and tasks may be assigned by management team based on department and business needs.
Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status.
Click the link below to be redirected to the Equal Employment Opportunity Commission's website to view the "Know Your Rights" Poster:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf
As part of the Operations team at 1900 Wealth, the Client Services Specialist is responsible for onboarding new accounts and supporting ongoing client service operations. This role collaborates closely with the operations team, Investment Advisors, and clients to ensure a seamless onboarding experience and high-quality service delivery. Additional responsibilities include money movement, account reconciliation, reporting, and general client support.
DUTIES & RESPONSIBILITIES: Account Administration
Manage onboarding and closing of client accounts. Review account applications and checklists for accuracy and completeness. Update account details based on client needs and preferences. Facilitate ACH and wire transfers; set up and monitor recurring distributions. Monitor cash balances for fees, distributions and other needs.
Client Service
Deliver firm services in partnership with Investment Advisors. Prioritize and process client request efficiently. Collaborate with Operations team and Advisors to enhance the client experience. Maintain quarterly reports for client portal.
Back Office Systems
Serve as CRM champion, ensuring data integrity and timely updates. Provide basic tech guidance to clients and Advisors on custodial platforms and portals. Extract data for reporting in collaboration with the Operations team. Support dashboard creation and maintenance for Advisors. Participate in special projects as assigned.
Participate in other projects as assigned. MINIMUM QUALIFICATIONS:
Experience
At least one year of experience in investment operations and client service. Proven ability to deliver high-level client service with professionalism. Education & Skills
Bachelor's degree in Finance, Accounting, or Economics preferred. Experience with Tamarac, Dynamics, Orion, Redtail, or Arch considered a plus Experience using CRM systems and data management Technical Proficiency
Strong computer literacy in Microsoft Outlook, Excel, Word, and PowerPoint. Comfortable using internet browsers and standard office equipment. Competencies
High integrity and accountability. Strong multitasking and organizational skills. Client-focused with excellent communication abilities. Adaptability to change and new technologies. Problem-solving mindset with proactive thinking. Ability to work independently and in a fast-paced environment. Experience working with affluent clients. Physical Requirements
Ability to reach, bend and lift files up to 15 pounds. Prolonged sitting and computer use. Clear verbal communication and hearing. Mobility within office environment. Occasional travel or driving may be required. Driving Position
N/A Supervisory Experience
N/A
This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that employee is responsible. Duties and tasks may be assigned by management team based on department and business needs.
Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status.
Click the link below to be redirected to the Equal Employment Opportunity Commission's website to view the "Know Your Rights" Poster:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf