Client Service Specialist

A company is looking for a Client Service Specialist to ensure effective day-to-day operations and delivery of quality financial planning services.

Key Responsibilities

Prepare new account openings and engagement letters

Facilitate client onboarding and monitor progress of account openings and transfers

Research and resolve client issues while preparing regular reports for the department

Required Qualifications

High school diploma or GED

Minimum 2 years of experience and / or coursework in accounting and / or operations

Experience in the securities or banking industry (preferred)

Knowledge of database management and account reconciliations

Familiarity with Orion and Redtail software