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Dynasty Financial Partners · 8 hours ago

Client Service Specialist II

St. Petersburg, FL

Full-time

Onsite

New Grad, Entry Level

Dynasty Financial Partners is a company focused on wealth management services, and they are seeking a Client Service Specialist II to join their Wealth Management Service Team. The role involves supporting client management, operational efficiency, and project management while assisting with various tasks and responsibilities to enhance team performance.

AdviceConsultingFinanceFinancial ServicesWealth Management

Responsibilities

Develop and maintain templates, playbooks, and onboarding guides

Assist with benchmarking and service data analysis

Coordinate and prepare client-facing resources such as pitchbooks, VIP decks, and lookbooks

Provides general support to Relationship Managers, assisting with a variety of ad hoc tasks

Conducts comprehensive research to support clients

Support team by preparing materials, scheduling, and capturing meeting notes

Assist network partners with job posting and resume screening

Create career paths and professional development plans

Update internal guides and handbooks

Assist with employee surveys and feedback tools

Coordinate and participate in custodial calls

Collect agenda items from Relationship Managers

Help support with custodian onsite

Work with service team to establish the needs to the team in order to implement processes for operational efficiency (Survey tools, technology due diligence, content repository, how to guides, etc.)?

Companywide time tracking system?

Assist and project manage time tracking initiative

Lead CRM data cleanup and updates to ensure accuracy and adoption

Work with Tech/CRM teams to design processes, procedures, and integrations that improve usability

Report on trends such as digital adoption, NIGO rates, and compensation structures

Build out internal sharing sites to foster cross-functional learning.?

Conduct research on vendors, tools, and emerging technologies for service enhancements

Assist in the development of organizational charts, performance review frameworks, and improvement plan resources

Compile service and operational data for KPIs, scorecards, and benchmarking analysis

Record and tracking items coming out of service team meetings, custodian meetings, and client meetings

Coordinating with internal and external partners

Manage key deadlines and important dates

Manage cross-departmental projects with task tracking, deadlines, and stakeholder coordination

Streamline and consolidate internal resources including documents, presentations, and templates

Assist with SharePoint site design, migration, and knowledge base organization

Assist with the development and distribution of regular Dynasty publications and content

Update and maintain Knowledge Base, a client facing content repository

Help coordinate events and provide in-office support for packing, shipping, and organizing event gifts and materials

Participate in weekly team update meetings

Track attendee data and integrate into presentation materials

Coordinate quarterly content initiatives, including brainstorming with Relationship Managers, scheduling, filming logistics, compliance review, and publishing to internal platforms

Manage roundtable events, from speaker coordination and webinar setup to marketing communications, attendee engagement, moderation, and post-event follow-up