Client Service Specialist

Opening at Alesco Advisors, an ESL Company

The office location for this position is at Tobey Village office Park in Pittsford NY.

Hours:

40

Schedule:

Hours are Monday - Friday 8:00 a.m. - 5:00 p.m. Must be flexible to meet current and future business needs.

Comprehensive Benefits:

Please visit www.alescoadvisors.com for additional information on Alesco Advisors, an ESL Company.

Pay:

$38.46-$43.17 per hour

Purpose of Position:

The Client Service Specialist's primary responsibilities include account administration and servicing the firm's individual and institutional clients, while providing direct support to Advisors in managing client relationships and onboarding new business.

The ideal candidate is highly productive, process-oriented, and attentive to details. The role will require multitasking and the candidate will demonstrate the ability to act upon deadlines. They will also be reliable, maintain a team-oriented attitude, and be able to communicate and work effectively with multiple stakeholders, including: clients, custodians, management, and other departments. The candidate will share a desire to provide outstanding service to clients

Accountabilities:

• Process client money movement requests (wire transfers, check requests, ACH transfers), confirm completion, and follow-up with client
• Open new accounts by preparing and processing both custodial and firm required documentation which includes the collection of client information
• Process client directives
• Act as client liaison between client and custodians, establish professional working relationship for all parties - client, custodian and firm
• Direct communication with prospects and clients (in person, Zoom, phone, email)
• Communicate with internal departments regarding client updates/changes
• Research and work to resolve client problems/issues as appropriate or assigned, recommend solutions and elevate as needed
• Maintain client data base (salesforce)
• Assist in the coordination/scheduling of client meetings
• Provide phone coverage, greet clients, distribute mail, as needed
• Perform projects and prioritize tasks

Qualifications:

• Minimum of 5 years relevant experience in the investment advisory/wealth management industry, servicing both high net worth individuals and institutional clients
• Excellent written, verbal and listening skills
• Motivated and self-starter
• A collaborative team player, able to work with and through others
• Client focused
• Strong IT skills
• Experience with Fidelity and Schwab platforms, a plus
• Proficiency in Microsoft Office suite (Excel, Word, Outlook) and DocuSign

Key Competencies:

• Highly motivated with the ability to multi-task and work in a deadline driven environment
• Exceptional attention to detail and accuracy
• Effective time management, prioritization of tasks, and overall organization a must
• Strong written and verbal skills, including the ability to prepare materials clearly and effectively for senior level audiences
• Strategic thinker that possesses excellent analytical, critical thinking, and problem-solving skills

We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

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