Client Service Specialist

LJPR Financial Advisors is looking for a Client Service Specialist to join our team. In this position you will partner with the advisor(s) and the client; looking for opportunities to exceed customer expectations as often as possible. Additional duties include:

• Maintain client accounts and records.

• Serve as initial point of contact to respond to service related issues, account questions, issue resolution and escalations.

• Provide excellent service and operations support that includes handling phone calls, mailing, filing, processing forms and cover letters.

• Build positive relationships with peers and colleagues while working effectively with others to accomplish organizational goals.


• Responsible for the day-to-day operations and administration functions for your assigned advisor(s).

• Research and resolve client issues in cooperation with advisors.

• Follow all compliance/risk procedures, corporate and industry protocols.

• Ensure that all paperwork, policy and procedures for client requests have been adhered to in order to satisfy compliance requirements.

• Create client reports and spreadsheets as required.

• Perform duties with confidence, minimal supervision and sound judgment.


• Experience in finance industry.

• Excellent written and communication skills, and knowledge of MS Word, Outlook, Excel and PowerPoint.

• Be able to work in a dynamic, fast-paced environment.

• The ability to learn, digest and apply new information.

• Must be organized, detail oriented, dependable, patient and extremely accurate.

• Ability to multi-task and prioritize work.

• Excellent interpersonal skills and ability to work within a small team.

• Experience with Salesforce a must, experience with Tamarac or other financial database software helpful.

• Working knowledge of standard office equipment, copiers, scanners and telephones.

• Must demonstrate a positive and professional image at all times.

• At least 2 years of related experience in a similar role is required.

• Perform other duties and responsibilities as assigned.

• Must be organized, detail oriented, dependable, patient and extremely accurate.

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