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Golden Pond Wealth Management · 2 days ago

Client Service Specialist

Waterville, ME

Full-time

Hybrid

Entry Level

2+ years exp

Golden Pond Wealth Management is seeking a dedicated and detail-oriented Client Service Specialist to join their dynamic team. The role involves guiding prospects and clients through the administrative aspects of financial transitions, including retirement, and preparing internal and external reports.

Financial Services

Hiring Manager

Katie Bernatchez, CFP®

Responsibilities

Account opening paperwork

Assist new and existing clients with transferring new assets and accounts; this may include occasional conference calls to initiate retirement plan rollovers

Assist beneficiaries with administrative aspects of inheritance upon client death

Existing account paperwork such as beneficiary forms, journal requests, authorized signer updates, etc

Enter requests for cash contributions or withdrawals

Preparing internal and external reports

Stay current with back office documentation requirements

Participate in firmwide projects that impact large numbers of accounts and/or households

Support client service team with miscellaneous administrative work as needed

Qualification

Financial services experienceOrganizational skillsCommunication skillsMicrosoft Office proficiencyBachelor's degreeAttention to detail

Required

Excellent organizational and communication skills

High attention to detail

Bachelor's degree required

Preferred

Preference given to candidates with a minimum of two years in a support, sales or administrative role in financial services environment, with consideration given to other service industry experience

Proficiency in Microsoft Office preferred (Excel, PowerPoint, etc.)