Hybrid Client Service Specialist bei Schneider Downs

As a trusted advisor in the professional services industry, you know what matters most to clients: Big thinking with a personal focus. You also know what matters most to your own success, including: career growth, work-life flexibility, leadership that cares about your ability to succeed, the opportunity to give and receive one-on-one coaching and mentoring, as well as learning opportunities that inspire professional development. Experience them all at Schneider Downs, where we’ve been providing accounting, tax, consulting, business advisory and wealth management services through our team of innovative thought leaders for over 65 years. Start building a career with people motivated to help you succeed—and enjoy more of what counts.

Schneider Downs Wealth Management Advisors (SDWMA), an affiliate of Schneider Downs, is a Registered Investment Advisor (RIA) specializing in investment advisory services and personal financial planning for high-net-worth individuals, as well as investment advisory service to retirement plans, including investment menu design and oversight, investment analysis, financial planning, and general education for retirement plan participants.

As the Client Service Specialist, you will be part of a learning culture that values quality and integrity, where you’ll be supported by Schneider Downs professionals and will work on a variety of client matters. The Client Service Specialist will assist high-net worth clients which requires a commitment to high-level client service and high-quality work while maintaining strict confidentiality.

Learn more about our Wealth Management practice here: https://tinyurl.com/yh65aebp

WHAT YOU’LL DO

• Support advisors and assists high net worth clients with servicing requests including new account paperwork, facilitating transfers, money movements, check deposits, client portals, and various maintenance tasks
• Perform a broad range of professional and personal support duties to ensure that the office and related work are being managed timely, efficiently, and effectively
• Serve as an initial contact support for advisors and high net worth clients
• Conduct phone calls with custodians to research updates, potential issues, and resolutions with client accounts
• Utilize and maintain CRM data base with updated information and documentation
• Identify process improvements, recommends, and collaborates with other team members to help implement effective solutions
• Adhere to company security policies and maintains confidentiality of client records and information
• Handle special projects, initiatives and priorities as assigned

WHAT YOU’LL NEED

Required:

• Bachelor’s degree from an accredited college or university
• Minimum of three years experience in a professional environment required
• Experience working with high-net-worth clients, whether as part of a wealth management firm, RIA or private family office

Preferred:

• Experience with CRMs (e.g., Microsoft Dynamics 365) and portfolio management platforms (e.g., Orion, Tamarac)

Other:

• Strong knowledge of Microsoft Office 365, including Word, Excel, and Power Point
• Excellent verbal and written communication skills
• Excellent organizational skills

WHERE CULTURE COUNTS
At Schneider Downs, our culture is our identity. And it’s our culture of care that makes us unique. Even as we grow, we work hard to retain this culture to continuously promote a positive, supportive work environment through our core values: Care & Respect, Integrity, Be Great, Adaptive and We Not Me.

ENJOY MORE OF THE THINGS THAT MATTER MOST
- Competitive compensation
- Insurance, including health, dental, and vision, that begin on day one
- 20+ days of paid time off and 13 paid holidays
- Parental leave, family care leave, and volunteer time
- 401(k) plans and profit sharing

A PLACE WHERE INCLUSIVITY COUNTS
Schneider Downs is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics. We believe a culture of care that celebrates diversity, equity, and inclusion contributes to a better company, better client services, and a better world.