Client Operations Specialist I

Job Description

Description:

The Client Operations Specialist supports the preparation, processing, servicing, and ongoing maintenance of client accounts and plans. This role works closely with Client Experience Coordinators and the Operations Team to ensure timely, accurate execution of custodial paperwork, CRM updates, and client service requests that support customized client solutions.

Essential Duties & Responsibilities

• Prepare and process documentation to open, close, service, and maintain client accounts
• Coordinate with custodians to submit, track, and resolve