Customer Service Specialist
Chicago, IL, United States
The Client Service Manager is a critical point of contact for all service related needs of Private Wealth clients. This role is responsible for building and maintaining client relationships. The Client Service Manager works in a team-oriented environment with Relationship Managers, other Client Service Managers, custodians, and the operations department to deliver a seamless and integrated client experience.
Key Accountabilities
Provide high quality, high touch service to PWM clients.
Manage new account onboarding including but not limited to opening and facilitation of account funding and cost basis input.
Manage general account inquiries, maintenance requests, including but not limited to transactions, holdings, balances, charitable gift requests, address changes and tax reporting inquiries.
Handle inbound and outbound telephone calls in a professional and courteous manner; route calls to the appropriate parties; and conduct necessary follow up to satisfy client requests.
Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures.
Research, follow-up and resolve client inquiries and problems through effective interaction with clients, custodial partners, Private Wealth Relationship Managers, and operations departments in a timely and professional manner.
Qualifications and Skills
Bachelor’s degree
5 – 10 years of financial industry experience.
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