Sma Client Service Specialist

Overview

• Provide exceptional client service and relationship management support within a dynamic financial services environment.
• Collaborate with internal teams to address institutional client needs and inquiries effectively.
• Act as a secondary point of contact for assigned client relationships, ensuring seamless communication and service delivery.
• Support client meetings, strategic planning sessions, and onboarding processes with meticulous attention to detail.
• Develop expertise in operational workflows, onboarding procedures, and client reporting requirements.
• Maintain accurate client data, records, and documentation to ensure compliance and operational efficiency.
• Identify opportunities for process improvement and contribute to their implementation.
• Adhere to regulatory requirements and internal policies while fostering lasting client relationships.

Key Responsibilities & Duties

• Align daily activities with the Senior Client Service Executive to manage priorities and goals.
• Respond to complex client inquiries, escalating issues and recommending solutions as needed.
• Coordinate onboarding and offboarding processes, ensuring all details are addressed.
• Prepare and review client materials, presentations, and documentation for accuracy.
• Monitor and track client inquiries, ensuring timely resolution and communication.
• Collaborate with internal teams to address client needs and support portfolio-related inquiries.
• Develop working knowledge of firm strategies and products to enhance client service.
• Maintain meeting notes, updates, and client preferences in Salesforce.
• Identify operational issues proactively and drive their resolution.

Job Requirements

• Bachelor's degree in Business, Finance, or related field required.
• 3–6 years of experience in client service, operations, or relationship support within financial services.
• Demonstrated experience coordinating cross-functional workflows and managing institutional client relationships.
• Proficiency in Salesforce, Excel, Word, PowerPoint, and Outlook.
• Working knowledge of Fixed Income products and front-office/middle-office workflows.
• Preferred qualifications include FINRA Series 7 or 63 and familiarity with alternative investments.
• Strong organizational skills, attention to detail, and excellent communication abilities.
• Ability to work in a hybrid environment, balancing onsite and remote responsibilities.