Careers

Client Service Specialist

Job Description

We are seeking a personable and detail-oriented Client Service Specialist to provide a wide variety of clerical and staff support services to management. As a Client Service Specialist with Stonebridge Wealth Management, you will follow established procedures to perform standard tasks and resolve most questions and problems. You will also maintain routine contact with internal and external customers to obtain, clarify, or provide facts and information as you project a professional image.

Job Responsibilities

As a Client Service Specialist with Stonebridge Wealth Management, you will coordinate and perform a range of staff and operational support activities. You will also serve as a liaison with other functional areas, external customers and vendors to help resolve routine administrative and operational problems.

Additional responsibilities of the Client Service Specialist include but are not limited to:

• Providing office support including answering telephones, assisting visitors and resolving and/or referring problems or inquiries
• Scheduling and coordinating meetings and appointments
• Transcribing and preparing correspondence, agendas, and documents
• Processing and following up on client documentation for proper maintenance of accounts
• Operating standard office equipment and using required software applications
• Sorting, screening and distributing mail
• Performing other duties and responsibilities as assigned

Job Requirements

As a Client Service Specialist with Stonebridge Wealth Management, you must possess a professional and service-oriented demeanor with pleasant and business-appropriate phone manners. Our ideal Client Service Specialist works ethically and with integrity, maintains client and office confidentiality and upholds a professional image with external and internal business contacts. You must have excellent verbal communication and organizational skills to prioritize and complete work efficiently. You must also have effective problem-solving skills to resolve routine client questions.

Additional Requirements for the Client Service Specialist include:

• High school diploma required; Associate’s or Bachelor’s degree in related field preferred
• Proficiency with Microsoft Office Suite to produce professional documents
• Ability to work on multiple projects simultaneously and follow instructions and adhere to deadlines
• Ability to closely monitor details and ensure that reports, correspondence and databases are accurate

Please submit resumes to our Contact page or may send resumes to kelsey.nichols@raymondjames.com