Client Service Specialist - Lakeland Florida

Company: VirtualVocations
Location: Lakeland, Florida
Posted On: 01/28/2025

A company is looking for a Client Service Specialist to provide operational support to the Wealth Management team for high-net-worth clients.



Key Responsibilities

Provide day-to-day operational and administrative support for Wealth Advisors, including managing client communications and requests
Ensure compliance with paperwork and procedures for client requests and coordinate with internal departments
Maintain data integrity and assist in onboarding new clients and processing account transfers as needed


Required Qualifications

High School diploma or equivalent; Bachelor's degree preferred
Five years of experience in the financial services industry
Prior experience in a customer service-focused office environment is helpful
Notary designation is a plus; eligible to pursue CFP designation
Strong proficiency in MS Word, Excel, and Outlook; prior experience with CRM systems like Salesforce is a plus More...

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