Job Posting

Client Service Specialist

Position Summary

The Client Service Specialist assists wealth managers and financial planners in preparing and processing paperwork to open and maintain client accounts. They resolve any account related issues that occur. The Manager also processes distributions and contributions to client accounts by either check or electronic means. They are the contact person for all custodians working with Creative Planning.

 

Job Duties:

  • Prepares, processes and tracks paperwork for new and existing clients
  • Sends distributions to clients via ACH/wire/check
  • Communicates with both clients and internal staff to resolve account-related issues Prepares, sends and manages online access information for clients
  • Resolves case files
  • All other duties as assigned

 

Required Experience/Qualification 

  • Bachelor’s degree
  • No Experience required

Experience and Education

  • Prior experience in financial services field
  • Prior experience with TD Ameritrade and Schwab platforms.

Technical Skills

  • MS Office 2013/Windows 8 experience preferred

Please fill out the form below to apply for this position.

Job Applications - Client Service Specialist
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