Client Relationship Specialist
We are seeking a Client Relationship Specialist for our MD office to support a team of Wealth Managers and create an exceptional service experience for our clients. As a critical part of our firm’s Operations team, this will be an exciting opportunity for you to provide “white glove” financial service in a collaborative team environment.
As a Client Relationship Specialist, you will be responsible for providing accurate and timely “back office” investment support for our clients including account set up and transactions, file maintenance and recordkeeping, generating client portfolio reports, cashiering responsibilities and ACH/wire/check requests.
You will also be responsible for handling all client inquiries and requests as well as providing proactive communication and information. You will research and resolve problems and decide when it’s appropriate to escalate client opportunities to the Wealth Managers and/or Director of Client Relations.
Are you the right one for us?
If you’re the ideal candidate for our firm, you’ll possess a bachelor’s degree in Business, Finance or a related field AND five (5) to eight (8) years of client service experience in financial services, wealth management or a similar industry. Your experience will include account and transaction management, direct client interaction, and proficiency in Microsoft® Office Word and advanced knowledge of Excel.
You may have previously worked in a brokerage house, another Wealth Management firm or banking. You may also possess a certification as a Financial Paraplanner Qualified Professional (FPQP), Certified Financial planner (CFP), or a Corporate Financial Planning & Analysis Professional (FPA).
You are a strong problem solver who is extremely detail oriented with strong organizational skills. You’re self-motivated and able to deliver results in a fast-paced environment with multiple priorities and deadlines.
Most importantly, you’re an excellent communicator, who is able to foster effective, collaborative relationships in a strong team culture with clients and business partners at all levels throughout the firm.
Why join us?
Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with offices in Naples and Miami in Florida. We work with more than 1100 families and manage over $2.1 billion in assets for clients both in the mid-Atlantic region, and around the world. We serve as our clients’ personal Chief Financial Officer, and ensure their overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management.
We are proud to offer our employees competitive compensation and a generous benefits package including health insurance, 401(k), generous paid leave, professional development support and room for internal advancement. At Pinnacle, you’ll work with a proud team of experts who are passionate, dedicated and highly talented.
Join an exceptional team. Do exceptional work.
If this sounds great (and you meet our minimum requirements), please apply by submitting your resume, a cover letter and an indication of your salary requirement to: firstname.lastname@example.org
Equal Opportunity Employer