Senior Lead Client Service Specialist

Summary :

The Calamos Wealth Management (CWM) Senior Lead Client Service Specialist is responsible for providing front-line service to high-net-worth clients, as well as serving as a subject matter expert and senior client service contact for the firm's most complex client relationships. This role provides technical leadership and peer mentoring while maintaining the highest standards of client service. The position involves handling sophisticated investment account administration, leading strategic projects, and contributing to process improvements across the department.

Primary Responsibilities :

• Provides exceptional client support in an efficient, timely and professional manner. This role involves heavy client contact both on the phone and in email, with occasional in person meetings and client events.
• Coordinates and executes client onboarding processes, including obtaining and organizing client information and statements, pre-populating outgoing new account paperwork for client signature, executing account funding and transfers, and answering client questions regarding paperwork.
• Provides guidance on system capabilities, troubleshoots complex issues, and identifies opportunities to leverage technology for improved client service delivery.
• Consistently identifies opportunities to deepen existing relationships to enhance their client experience and partners with Wealth Advisors on client retention and wallet share expansion strategies.
• Manages the most complex and strategic client relationships and needs, serving as the primary point of service handling their sophisticated service needs with the highest level of professionalism and expertise.
• Assists head of Client Service (Business Strategist) with execution of escalations related to client service (fraud, funding) and internal operations (account setup, billing), providing sophisticated problem-solving support to colleagues.
• Serves as a technical leader on platforms & workflows and mentor to peer Client Service Specialists, sharing expertise, providing guidance, and supporting their professional development.
• Demonstrates resourcefulness in identifying and implementing process improvements, creating comprehensive training materials and establishing service quality standards; shows initiative in finding creative solutions to complex operational challenges.
• Demonstrates initiative in identifying gaps in current procedures, creating new SOPs for emerging needs, and ensuring all documentation remains current with evolving business practices & regulatory requirements and all team members have access to current, comprehensive, and user-friendly documentation.
• Supports the development and optimization of cross-platform workflows, ensuring efficient integration between portfolio management, trading, CRM, and reporting systems.

Preferred Qualifications :

For Illinois only : The expected annual base salary range for this position is $100,000 - $125,000. The selected candidate salary is based on numerous factors such as, but not limited to work experience, relevant education, qualifications, certifications, skill level, and geographic location. This is the current estimate of the base salary range intended for this role at the time of this posting. The base salary range may be modified in the future.

Calamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short- and long-term disability), retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other well-being benefits.

Salary : $100,000 - $125,000