The Senior Client Service Specialist is a critical member of the Wealth Management team, dedicated to providing personalized and high-quality service to clients, ensuring their needs are met efficiently and with a high level of care. This includes providing client-related support and hospitality and being the first to greet our in-person clients. This is a role in which tasks are conducted under the direction and supervision of the Wealth Managem...
Essential Job Functions. Responds to orders, general client inquiries, invoice questions and client complaints. Records consistent problem areas. Resolves issues with orders, delivery dates or service. Resolves the client's complaint. determining the cause of the problem. selecting and explaining the best solution to solve the problem. expediting corrections or adjustment. following up to ensure resolution. Responses are predominately routine but...
