Client Services Specialist
Previous Job
Client Services Specialist
Ref No.: 18-04523
Location: Plano, Texas
Note: For this role, the majority of the duties consist of answering phones, greeting clients, and scheduling meetings

  • Utilize your highly skilled professionalism to communicate with our clients via all platforms
  • Ignite the turbo when communicating with clients, vendors, advisors and headquarters
  • Establish phenomenal, unrivaled relationships with all of our awesome clients
  • Schedule & prepare mind-blowing client and new prospect meetings
  • Use necessary ninja moves to meet all appropriate deadlines
  • Pride yourself on the accuracy of processing daily money movements within client accounts
  • Know the Ins & Outs Client Management Systems – Track yourself, so you don't wreck yourself!

  • 1-2 years of financial industry and/or mutual fund experience would be helpful
  • Prior client-facing or client support work
  • Proficiency in Microsoft Office products (Outlook, Word, Excel)
  • Experience with Schwab or other investment software is a plus