Client Service Specialist - Remote

Overview

The Client Service Specialist at Modera Wealth Management plays a crucial role in providing comprehensive client service and support to advisors, ensuring a high standard of customer service and maintaining strong client relationships.

In Short

• Provide comprehensive client service and support for advisors.
• Manage client account activities and ensure timely documentation.
• Prepare for and assist in client meetings.
• Monitor client account activities and resolve issues.
• Update training guides and maintain client paperwork.
• Screen and transfer calls, schedule meetings.
• Maintain high standards of customer service.
• Preserve client confidentiality.
• Multi-task and prioritize various projects.
• Engage in a supportive team environment.

Requirements

• Minimum associate degree.
• 3+ years of experience in financial services.
• Intermediate finance and custodian knowledge.
• Proficiency in Word, Excel, and Outlook.
• Excellent written and verbal communication skills.
• High professionalism and team collaboration.
• Ability to work under pressure and meet deadlines.
• Organizational and multitasking skills.
• Client-first attitude and engaging personality.
• Strong sense of professionalism and discretion.

Benefits

• Competitive salary based on experience.
• Performance-based bonus.
• Safe Harbor 401(k) plan.
• Medical, Dental, Vision, and other insurance options.
• Paid vacation.
• Opportunities for professional growth.
• Partial remote work options.