Job Description
Job Description
We are looking for a Client Services Representative to join our team in Palm Beach Gardens, Florida. In this role, you will play a pivotal part in building strong relationships with clients while managing account administration and ensuring efficient operations. The ideal candidate is detail-oriented, proactive, and passionate about delivering exceptional service in a dynamic environment.
Responsibilities:
• Maintain relationships with clients and team members, ensuring effective collaboration and positive outcomes.
• Serve as a knowledgeable resource in client account administration, introducing innovative processes to enhance experiences.
• Open new accounts and coordinate account transfers from various custodians.
• Process and monitor account contributions and distributions with accuracy and attention to detail.
• Master the organization’s tools, systems, and capabilities to optimize client services.
• Maintain organized records of client interactions and account information.
• Identify potential challenges, opportunities, or improvements during client interactions.
• Act as a key liaison between clients, custodians, and internal team members to ensure seamless communication.
• Manage office supplies, vendor relationships, and coordinate logistics for client events.
• Assist with special projects and perform additional tasks to support team success.
• Proven experience in private banking, investment accounts, or boutique financial services.
• Strong customer acquisition and communication skills, with a focus on enhancing client experiences.
• Proficiency in using CRM systems to manage client relationships effectively.
• Familiarity with administrative tasks and office management.
• Ability to anticipate and address client needs proactively.
• Excellent organizational skills and attention to detail.
• Demonstrated ability to collaborate with diverse teams and stakeholders.
• Prior experience coordinating events or managing vendor relationships is a plus.