Client Service Specialist jobs in United States
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Black Diamond Financial, LLC · 17 hours ago

Client Service Specialist

positionLutherville, MD
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

Black Diamond Financial is a private wealth management firm focused on preserving and enhancing wealth. They are seeking a Client Service Specialist who will work within their Client Services Team to fulfill client needs, including account onboarding and servicing, money movement, and client communication.

AdviceFinanceFinancial Services
Hiring Manager
Matt Goette, CFA, CFP®, AIF®
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Responsibilities

Enhancing the client’s experience through friendly, professional interaction with clients coming into the office
Communicating with private wealth clients to ensure their requests are quickly completed including opening investment accounts, processing client requests, resolving inquiries and providing guidance
Organizing and maintaining all client records
Working closely with our Client Services Team and our Wealth Advisory Team on all onboarding tasks pertaining to new clients and working with our custodian, Charles Schwab
Supporting our firm’s Wealth Advisors as needed
Completing account transfers including time sensitive ACH and wire transactions
Completing and tracking all compliance related materials for new clients

Qualification

Client service experienceCharles Schwab proficiencyAnalytical abilityOrganizational skillsCommunication skillsMicrosoft WordMicrosoft ExcelMicrosoft PowerPointTeam playerAttention to detail

Required

Bachelor's degree in Accounting, Business, Finance or Communications
Five years of professional work experience
Strong analytical ability and demonstrated sound judgment in dealing with clients
Highly organized and exceptional verbal and written communication skills
Excellent decision-making capabilities with the ability to independently manage and interpret data
Very high attention to detail
Proficiency using Word, Excel and PowerPoint
Team player with the flexibility to independently manage work and complete time sensitive tasks
High professional standards, honesty and integrity

Preferred

Client service experience, ideally with a financial services company
Experience working at a financial advisory firm
Experience working with Charles Schwab account forms

Company

Black Diamond Financial, LLC

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Black Diamond Financial, LLC is a fee-only registered investment adviser with a unique and holistic focus on preserving and enhancing wealth.
dateFounded in 2007
location
Towson, Maryland, USA
people-size11-50 employees
web-link
https://blackdfinancial.com

Funding

Current Stage
Early Stage

Leadership Team

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Matthew P. Goette
Founder, President, and Chief Investment Officer
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Company data provided by crunchbase