Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
About the role
- Client Service Associate supporting financial advisors in Wealth Management by ensuring operational efficiency and exceptional service delivery.
Responsibilities
- Process new client accounts, distributions, and other financial transactions.
- Respond to basic client inquiries.
- Escalate to the Advisor for anything requiring a license.
- Collaborate with other Client Service team members to provide exceptional customer service.
- Maintain and update client information.
Requirements
- 2+ years of Financial Services industry experience required
- High School graduate or equivalent
- College degree preferred
- Proficiency in Microsoft Office software, including Word, Excel, Outlook, and PowerPoint
- Excellent problem-solving skills
Benefits
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
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