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Client Service Specialist

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Posted Jan 09, 2019
Job Description

Waterway Wealth Management is a fee only financial planning and investment firm located in The Woodlands, TX. Waterway is in search of a Client Service Specialist. The ideal candidate will have 10 years of experience and must understand the account and client administrative process of major custodians and the service work and tasks associated with clients. Must be highly detailed, possess a professional appearance and personality, and be comfortable communicating with High Net-Worth Clients.

-Custodian Paperwork Including:
Distributions/Money Movement
- Daily trading activities and cash flow needs for each client
- Execute trades for assigned portfolios
- Company Onboarding Paperwork
- Assist with preparation and follow up for client meetings
- Assist with Incoming Calls and Related Service Work
- Scan and Electronically File Documents
- Provide Assistant and Support to all Team Members

- 10 years of experience working with major custodians, such as Fidelity and Schwab, and the service work/tasks associated with clients
- Strong computer skills required for navigation among databases including management of customer records
- MS Office 365 (Excel, Word, PowerPoint, SharePoint)
- High School Diploma required, Bachelor’s degree preferred

- Experience with Junxure and eMoney

Skills Required

- Excellent at Prioritizing, Planning and Organizing
- Highly Detailed
- Task Oriented
- Strong Follow Up Skills
- Customer Service Oriented
- Comfortable Communicating with High Net-Worth Clients
- Strong Communication Skills – Written and Verbal
- Professional Appearance and Personality
- Works well in a Collaborative Team Environment
- Reliable


Commensurate with Experience

Job Categories

Job Types(s):   Accounting / Finance, Other

Industry(s):   Other, Banking / Finance

Employment Type:   Employee - Full Time

Job Location(s):   The Woodlands

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