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Client Support Specialist: In Office in Orlando, FL

Job Overview

The Client Support Specialist is an in-office support position that plays a key role in consistently delivering a memorable client experience. The Specialist processes most client services requests and ensures that client needs are met in a pleasant, accurate, and timely manner. There will be frequent communication with clients. Pleasant, clear, and concise communication skills are a must. This communication may occur via phone, email, and in-office for both new and existing clients.

This is a support role in a fast-paced environment, so the ideal candidate will be accommodating toward fellow team members and adaptable to the evolving needs of the firm.

Key Responsibilities

  • Prepare, deliver, and process paperwork to open, close, transfer, or update client accounts.
  • Handle all necessary account maintenance and administrative support including, but not limited to: wires, journals, check requests, and all corresponding documentation.
  • Provide in-office staff support by filtering incoming phone calls and directing telephone communication during normal office hours (8:30 am – 5:30 pm).
  • Handle client requests and concerns regarding statements, appointment scheduling or rescheduling, and other related correspondence.
  • Maintain processes and procedures with meticulous documentation of client information in  CRM software (Salesforce).
  • Verify that all requests to custodians are received and accurately completed.
  • Provide support for web-based client account access (custodian).
  • The candidate will be working as a part of the Operations Team, providing support for financial advisors, financial planners, and the Investment Team.
  • Maintain a pleasant, open, and helpful attitude in all client, team member, and vendor interactions.• Provide a welcoming experience for all incoming persons as they enter the lobby.

Ideal Candidate Qualifications

This position is ideal for someone who is the following:

  • Adaptable and Flexible: Enjoys doing work that requires frequent shifts in direction.
  • Self-Motivated: Enjoys seeing projects to completion without close supervision.
  • Detail-Oriented: Would rather focus on the details of work than the bigger picture.
  • People-Oriented: Enjoys interacting and making a difference in the lives of others.
  • Team Player: Does what it takes to help team members and the growth of the firm.
  • Technologically Proficient: Examples include Microsoft Office Suite, experience with transferring calls, etc.
  • Strong communication and listening skills (both written and oral) are required.
  • Fluent in both Spanish and English: This isn’t required, but is a strong preference.
  • Experience with using Salesforce or other CRM is a plus.

Job Type: Full Time

Monday – Friday 8:30 am – 5:30 pm

Contact Information

To apply, send your resume to: