Job Description

Job Title: Senior Client Services Professional

Location: Charlotte, NC

Hybrid schedule: 3 days in office, 2 days WFH

Job Type: Full-Time

About the Role:

We are seeking an experienced Senior Client Services Professional to join a dynamic and growing team. This role will involve providing high-level client service support, acting as the main point of contact for a portfolio of clients, and ensuring an exceptional client experience. The ideal candidate will have a strong background in client services, with a focus on financial services, and possess the ability to handle complex client requests while maintaining excellent relationships.

Key Responsibilities:

• Serve as the primary point of contact for assigned client accounts, ensuring their needs are met and expectations exceeded
• Manage and nurture relationships with key clients, addressing any inquiries or issues in a timely and professional manner
• Collaborate closely with internal teams, including financial advisors, to deliver comprehensive and personalized solutions
• Assist in the development of client reporting materials and presentations
• Coordinate and oversee client onboarding processes, ensuring a seamless transition and continued service
• Monitor client portfolios, ensuring accuracy and alignment with client goals
• Provide proactive support for account maintenance, including documentation, updates, and processing requests
• Manage client expectations and escalate issues as needed to senior leadership
• Ensure compliance with regulatory requirements and internal policies in all client interactions

Key Requirements:

• 4-5+ years of experience in client services, with a background in financial services or wealth management
• Strong communication and relationship management skills, with the ability to work with high-net-worth clients
• Proven ability to handle complex client inquiries and deliver high-quality, timely solutions
• Ability to work collaboratively with cross-functional teams, including advisors and support staff
• Detail-oriented and organized, with a strong focus on accuracy and service excellence
• Proficiency in CRM and financial planning software (experience with Salesforce or similar platforms preferred)
• Bachelor’s degree in Finance, Business, or related field

Why You Should Apply:

• Be part of a fast-growing company committed to providing exceptional client service
• Collaborative and supportive work environment
• Opportunities for growth and development in a leading financial services firm

If you are a highly motivated and client-focused professional with a passion for delivering exceptional service, we would love to hear from you!

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