Client Service Specialist

Inclusively is partnering with a financial services company to hire a Sr Specialist, Client Service. **Please note: this role is NOT an internal position with Inclusively but with the partner company.**

ABOUT INCLUSIVELY:Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.

Our Investment Management (IM) is the asset management arm of the company Corporation, and has over $320 billion under management in mutual funds, ETFs and SMA’s. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.

We are looking for people with a passion for helping clients. The successful Client Service Manager will serve as a vital member of the Client Services team, serving clients and advisors directly. As a Financial Services Professional, you will help to educate and solve problems for individual investors. Through trust, experience, investment knowledge, and professional development, and exceptional service the entire team strives to provide our clients with a great advisory relationship experience.Provide outstanding client service while demonstrating empathy and problem-solving skillsProvide support to the Relationship Managers (RMs) and Client Service Mangers (CSMs) on a wide variety of tasks including account opening, funding, estate processing and account maintenance, etc.Field client calls, handling client questions at the point of contact where applicable, and transferring incoming calls when neededPrimary liaison with operations and trading to effectively disseminate informationCollaborate on various Client Service department projectsMaintain client service processes according to established compliance and risk requirementsManage contact databases, creating and updating prospect/client informationAssist in the quarter-end reporting, and preparation of client meeting materials

What you haveRequired Qualifications2-5 years of professional Client Services experience in a fast-paced work environmentExperience building relationships, trust and communicating effectively across internal and external partners/clients both in-person and by emailExperience applying analytical and critical thinking skills with attention to detail in order to adhere to policies, procedures and guidelinesPast success working in a collaborative team environment to accomplish Client Service goalsProven aptitude for complex problem solvingProven ability to work on multiple projects and prioritize with easeProven track-record of quickly learning new tools and processesWork experience with Microsoft Excel, Word, PowerPoint, Outlook, TeamsPreferred QualificationsBachelor’s degreePassion for service and finance with the ability to provide a superior level of client serviceSavvy user of Salesforce (or other CRM system)Portfolio accounting software knowledgePositive attitudeIncredible follow-throughGreat work ethicExcellent communication and interpersonal skillsDesire for growth opportunities and ongoing trainingSeries 65 preferred, but not required

Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.