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Client Service Specialist

Moran Wealth Management
Naples, FL

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Job Details

Benefits

Paid parental leave
Paid holidays
Disability insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
Flexible schedule
Referral program
Retirement plan

Qualifications

Customer communication

Full Job Description

Client Service Specialist

Posted on: March 24, 2025

About Us

Moran Wealth Management, LLC is a Registered Investment Advisory firm delivering comprehensive bespoke solutions designed to meet the unique wealth management needs of clients. We take pride in our ability to foster long-term relationships built on trust, transparency, and a commitment to financial excellence. As we expand our team, we are looking for experienced professionals to help drive our vision forward.

Job Summary

As a client service specialist, you will play a critical role in supporting day-to-day client operations, ensuring efficiency, accuracy, and compliance in client account management, transaction processing, reporting, and overall administrative functions. This individual will collaborate closely with the client service team to ensure seamless service and operational excellence. This role is an in-person position.

Primary Responsibilities

Oversee the opening, maintenance, and closing of client accounts. Ensure all account details are accurately collected, entered, monitored, and updated in various systems.
Assist with processing a variety of client transactions, including trades, transfers, asset movements, address changes, etc. ensuring timely execution and compliance with regulatory guidelines.
Maintain accurate and up-to-date client records and handle routine client account maintenance and service requests.
Ensure all operational activities comply with regulatory requirements and adhere to all audit and compliance procedures.
Identify inefficiencies in current operational workflows and recommend improvements to enhance operational processes, reduce errors, and improve client satisfaction.
Provide exceptional service by responding to inquiries, conducting research, resolving issues, and offering operational support for client-facing teams.
Collaborate with financial advisors, relationship managers and other client service team members to coordinate operational needs and support client-focused initiatives.
Actively engage in firm initiatives led by local management and attend client facing events or functions as needed.
Participate in training and educational development programs to remain current on policies, procedures, risk management, and technology.
Utilize CRM tools and other financial technology platforms to facilitate and document work.

Qualification & Experience

Associate or bachelor’s degree in finance, Economics, Business, or a related field.
Preferred certifications: FINRA Series 65 or progress toward obtaining this or a related designation.
Prior experience in operations within the wealth management or financial services industry preferred, but not required.
Strong analytical skills with attention to detail.
Excellent interpersonal and communication skills.
Capable of working both independently and collaboratively as part of a team.
Strong organizational skills with the ability to manage multiple tasks simultaneously.
Ability to handle sensitive information with confidentiality and integrity.
Experience working within an RIA or fee-based advisory firm is a plus.
Proficiency in financial software tools (e.g. Microsoft Excel, Financial technology platforms, CRM Platforms).

Compensation Package

Competitive salary based on experience and qualifications
Comprehensive health, dental, and vision insurance
Life and disability insurance
Retirement savings plan with employer contributions
Generous paid time off (PTO) package and holiday leave
Paid parental leave
Professional development opportunities and training programs
Educational reimbursement plan
Flexible work hours and remote work options
Employee wellness programs
Referral bonuses and employee appreciation programs

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Moran Wealth Management® is an Equal Opportunity Employer. All qualified candidates will receive consideration for employment.

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