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Private Wealth Client Service Specialist

Company: Mirador, LLC
Location: Naperville
Posted on: May 17, 2022

Job Description:

Job DescriptionSalary: Company Overview Grounded in Wall Street and enabled by technology, Mirador, Inc. combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the United States, Western Europe, and Latin America. We are expanding rapidly with new clients and offerings, and as such are staffing to meet the need. Our firm is at the intersection of finance and technology. There's a difference between being a part of an industry and taking an active roll in reimagining it. Our team is fundamentally changing one of the world's largest growing industries—financial reporting. Other companies may offer similar services, but we have no true competition. To learn more about the benefits of working for Mirador, please visit our website. Summary of PositionThe Client Service Specialist will partner with financial advisory teams to deliver client service support. This person will be responsible for the comprehensive servicing of client accounts and overseeing the processes that are critical to ensure our clients receive timely, high-quality, and compliant documentation and service execution. Key Duties & Responsibilities

  • Work with financial advisory teams to provide comprehensive client service and support functions such as new client onboarding, account creation, asset transfers, and money movement
  • Manage client service workflows and tasks across multiple custodians
  • Design and execute on personalized client onboarding experience
  • Keep client information updated at custodians and within internal systems
  • Handle cash management and trade processing activities including staging and reviewing wire transfers, monitoring client cash balances, and resolving issues as they arise
  • Process and oversee distribution of account documentation, monthly statements, payment documents, and perform various other middle office functions to support our clients' priorities
  • Assist in quality control review of performance reports, CRM data, and other documents
  • Serve as a liaison between financial advisors, Mirador teams, accountants, attorneys
  • Complete ad hoc client support tasks as neededSkills & Experience
    • 3-8 years of client service or relevant financial industry experience preferred
    • Excellent client relation skills and the ability to foster and maintain exceptional client service
    • Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
    • Knowledge of Wealth Management's products, policies, and practices
    • High attention to detail and accuracy while maintaining an organized approach to duties and responsibilities
    • Devotion to collaboration and ability to thrive in a team environment while working independently
    • Must be proactive in assessing and acting upon client and company needs
    • Ability to evaluate, manage, and resolve unexpected and complex situations
    • High degree of flexibility and professionalism in a demanding, expanding and a fast-paced environment
    • Excellent communication skills, both verbal and written
    • Comfortable with learning and leveraging new technologies to drive efficiency and scalabilityMirador is committed to a diverse and inclusive workplace. Mirador is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. By submitting an application for this position, I confirm that the information in the application and on my resume is accurate.

Keywords: Mirador, LLC, Naperville , Private Wealth Client Service Specialist, Other , Naperville, Illinois

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