Client Relations Specialist

Boston Partners Global Investor - Boston, MA

Full-time

Boston, MA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The role of a Client Relations Specialist is multifaceted, combining client support, operational oversight, platform proficiency, and strategic partnership within a startup wealth management firm. This position is essential in providing a first-class service experience to clients and ensuring their financial needs are met effectively.

Responsibilities

• Provide accurate, timely, and effective support to clients, ensuring their accounts are properly maintained and addressing any inquiries or concerns they may have.
• Coordinate onboarding for new clients, handling necessary paperwork and facilitating smooth integration into the firm's systems.
• Oversee the development and implementation of policies, processes, and systems that support the firm's operations, ensuring alignment with business strategies.
• Ensure compliance with regulatory requirements, productivity standards, and quality benchmarks.
• Work closely with the leadership team to develop and implement workforce strategies that align with the firm's overall goals for growth and efficiency.
• Supervise tax management for portfolios within the Adhesion platform.

Requirements

• Bachelor's degree required.
• Proficiency in Microsoft Office Suite: Must be proficient in Microsoft Windows, Excel, PowerPoint, and related software.
• Experience using Addepar preferred, including report creation, portal management, and data integrity.
• Fluency in Fidelity's Wealthscape Platform is preferred, particularly in utilizing the Integrated Cashiering feature.
• Prior experience with dual custodial platforms such as Schwab and Fidelity is preferred.
• Strong organizational skills with the ability to manage multiple tasks and deadlines.
• Excellent verbal and written communication skills to interact effectively with team members, clients, and leadership.
• Proven ability to foster relationships and collaborate with colleagues at all levels.
• Proactive Problem-Solving: A track record of anticipating challenges and finding creative solutions.
• Flexibility and an ability to adjust quickly to changes in priorities, processes, or work environments.
• Strong service orientation with the ability to remain calm under pressure.