Client Service Specialist
Job Description
Title: Client Service Specialist
Reports to: Manager of Client Services
Benefits: Yes
Status: Full Time
Role Summary
The Client Service Specialist (CSS) is a professional who strives for a career in client service and will join The Joseph Group (TJG) to build and maintain a solid foundation for client relationships and the firm. The CSS will become familiar with and primarily execute client service duties, become a mainstay of the Service Excellence Team (SET), and cultivate TJG’s strong culture of compliance. A successful candidate will live and exemplify TJG’s core values of Integrity, Teamwork, Humility, Excellence, and Enthusiasm.
Duties And Responsibilities
Serve as a member of the Service Excellence Team (SET).
Build and maintain strong working relationships with all members of the team.
Provide High Touch Service for clients.
- Prepare and complete new account openings and transfers.
- Take ownership of and provide solutions for complex client situations.
- Communicate in a manner that ensures clients have a terrific TJG experience with every interaction.
Utilize Client Relationship Management (CRM) and Advisor Reporting software (i.e., Envestnet Tamarac) to manage, document, and research service requests.
Process daily and as-needed service requests.
- Monitor, research, and process all daily alerts from primary custodian, Charles Schwab.
- Ensure efficient execution of client requests with a friendly and personal touch, such as but not limited to: Cash requests/distributions, Account updates (e.g., transfers, beneficiaries, account links, etc.).
Seek to make TJG systems and processes better and scalable.
Spearhead technology initiatives within TJG.
Develop, support, and follow compliance procedures and document, as applicable.
Qualifications
This position typically requires the following qualifications:
- Experience that demonstrates people and teamwork skills
- A passion for caring for clients
- Excellent communication, listening, and relationship-building skills
- Proactive, self-motivated personality
- Ability to prioritize while maintaining detail-oriented organization of multiple tasks
- Proficiency in Microsoft Excel, Word, Outlook, etc.
- Strong technical skills to support various projects
- Bachelor’s Degree and/or experience with investment client service platform(s) is a plus
- A team player in The Joseph Group’s “Best Places to Work” culture
- Desire and ability to work successfully in a small company environment
Salary And Benefits
Pay/benefits are competitive based on industry standards.
- Salary will be based on experience
- Benefits include health care, 401(k)
- Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities
Contact
Send Cover Letter And Resume To
Angie Eversole
Manager of Client Services
The Joseph Group Capital Management
605 South Front Street, Suite 100; Columbus, OH 43215
Phone: 614-228-4300 | www.josephgroup.com
The Joseph Group is an Equal Opportunity Employer