Client Service Specialist - Lswealthmanagement : Job Details

The Client Service Specialist will be responsible for intake account service requests and assisting the advisory team. They will oversee client communications, service requests, documentation, scheduling reviews, and relationship management with clients. Responsibilities include opening new accounts, tracking new business, managing client service requests, and ensuring completion of tasks. The specialist will also handle RMD/QCD management, account setup, client event management, and referrals. They will build workflows, manage documentation processes, onboard new clients, and maintain client segmentation. Proficiency in platforms like Excel, Schwab, and Redtail CRM is required. A life license and notary certification are necessary, with a degree in business preferred. Strong organizational, detail-oriented, and communication skills are essential.#J-18808-Ljbffr