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Client Relationship Specialist
Stack Financial Management - Whitefish, MT
posted about 2 months ago
About the position
The Client Relationship Specialist at Stack Financial Management (SFM) is a full-time role focused on providing exceptional client services to high-net-worth individuals. This position requires a motivated professional with a strong background in office operations and a commitment to delivering a stellar client experience. The role involves maintaining critical client data, assisting with account maintenance, and collaborating with compliance to ensure regulatory adherence. The ideal candidate will thrive in a fast-paced environment and contribute to the firm's mission of providing safety-first investment management.
Responsibilities
- Interact with high-net-worth individuals located throughout the United States
- Be the main point of contact in assisting clients with account maintenance and updates
- Maintain critical and sensitive client data
- Work with absolute discretion and tactfulness
- Ability to deepen and broaden client relationships
- Follow proven account maintenance processes to deliver a stellar client experience
- Provide operational support using multiple software programs
- Collaborate with our compliance officer to ensure regulatory requirements
Requirements
- College degree
- 5+ years of professional office experience
- Impeccable written, phone, and interpersonal communication skills
- Highly organized with strong attention to detail
- Ability to multitask, prioritize, and manage a variety of projects
- Proficiency in Excel and MS Office Suite
- Aptitude for mastering new software applications and systems
- Ability to complete tasks independently and to a high standard
- Strong interest in financial and wealth management
- Motivation to potentially obtain a Series 65 certification
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
