Specialist, Client Service Management

We're seeking a future team member for the role of Specialist, Client Service Management I to join our Client Services team. This role is located in Los Angeles.

In this role, you'll make an impact in the following ways:

• Serve as the point of contact with clients for moderately complex issues, providing timely and effective resolutions to ensure client satisfaction and operational continuity, leveraging key internal partners when necessary.
• Partner with Wealth Advisors and Associates in relationship management efforts by preparing client presentations and maintaining good client relations through efficient and accurate client service.
• Coordinate and support business development activities including event coordination, marketing materials, and market research to drive growth.
• Lead and coordinate account administration activities, including account onboarding, account maintenance, and Know Your Customer (KYC) standards.
• Coordinate and execute money and asset movements, including transaction processing (disbursements and deposits).
• Utilize core applications and technology platforms (such as Salesforce, DocuSign, and more) as a power user to support client servicing needs and maintain client records.
• Drive risk and compliance standards by ensuring adherence to policies and regulatory requirements.
• Drive continuous process improvements by engaging in regional or firm wide projects aimed at enhancing client experience and operational efficiency

To be successful in this role, we're seeking the following:

• Bachelor's degree or the equivalent combination of education and experience is required.
• 3-5 years of total work experience preferred.
• Experience in an operational area and/or client services preferred.