Financial Client Services Specialist

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Financial Client Services Specialist

Nashville, Tennessee

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Full Time

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NA

Nashville, Tennessee

Full Time

NA

September 22, 2022

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Job ID: F 1308126NAS-JLH_1663863236

September 22, 2022

Job ID: F 1308126NAS-JLH_1663863236

Job Summary

Job Id: F 1308126NAS-JLH_1663863236 Apply Now

FINANCIAL CLIENT SERVICE SPECIALIST: DETAILS

Title: Financial Client Service Specialist
Location: Nashville TN
Start Date: ASAP
Pay Rate: $45,000 - 55,000 / year + Year End Bonus - Depending on experience
Type: Direct Hire Opportunity
Hours: Monday - Friday | 8am-5pm | 40-45 hours per week

REQUIREMENTS: FINANCIAL CLIENT SERVICE SPECIALIST
* Financial / Accounting Bachelor or Master's Degree
* If they have any experience working in a financial client service role in that past that would be beneficial
* Candidates should be client-focused, proactive and creative thinkers, and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere.
* They should also possess strong interpersonal and communication skills (both written and verbal) and an ability to build internal and external relationships.

RESPONSIBILITIES: FINANCIAL CLIENT SERVICE SPECIALIST
* Support the onboarding of clients across all 19 domestic offices.
* Work closely with our internal teams with a specific focus on opening new accounts.
* This is an exciting and challenging opportunity to partner with Financial Advisors and Private Wealth Associates to handle all aspects of onboarding new high net worth clients.
* Specialists will walk internal partners through the opening process to complete the required documentation and share their expertise about various types of entities to ensure an exceptional client experience.
* Partner with Private Wealth Associates on all aspects of onboarding process to ensure superior client service throughout the process, all client's first interaction with the firm
* Facilitate the coordination of the transfer of assets from other firms
* Coordinate with team members in our Legal and Compliance Departments to handle any documentation related account opening items and obtain final approval of new accounts

F 1308126NAS-JLH_1663863236

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About Beacon Hill

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

We look forward to working with you.

Beacon Hill. Employing the Future™