Client Relationship Specialist - Wealth Management

Our Wealth Management line of business is continuing to experience exciting growth, and we are adding a Client Relationship Specialist to the team. This position will be based out of our Auburn office, working primarily with one Investment Advisor in that office, but also supporting other advisors remotely in other locations. The Client Relationship Specialist (CRS) enhances the client experience by supporting Investment Advisors and providing exceptional client service. The CRS develops and maintains a working relationship with clients and advisors, which is accomplished through ongoing communication, excellent service, and operational support. The CRS often becomes the first line of communication for Wealth Management clients.

Requirements include:

• Bachelor’s degree or 2+ years of work experience in the financial services industry


• Experience in investment advisory/wealth management services a plus


• Strong computer skills, including proficiency in Word, Excel, and PowerPoint, and ability to learn multiple specialized software programs


• Excellent communication, listening, and relationship management skills


• Strong client service skills


• Strong organizational skills and follow-through for maximum client satisfaction


• Strong attention to detail and accuracy


• Ability to stay organized and efficient in a demanding work environment


• Ability to multi-task and quickly switch priorities when necessary


• Ability to be a team player in “all hands on deck” situations