Greenspring Advisors is a leading independent advisory firm, dedicated to helping individuals live their ideal lives. The Private Client Service Specialist will support the Private Client Service Team by managing client service needs and fostering positive client experiences through teamwork and collaboration.
Responsibilities
- Coordinate and process a broad range of service activities, such as: Onboarding new clients, initiating and resolving Service Requests, handling day-to-day client inquiries and requests, processing money movement transactions, and preparing documents, all in accordance with firm procedures and compliance standards
- Process tasks and resolve issues in a timely and accurate manner
- Manage relationships with clients and internal and external resource providers
- Partner with Financial Advisors to fulfill client requests and service-related issues
- Quickly responds to client requests and resolves open tasks according to practice group standards
- Proactively eliminates obstacles before they become issues
- Prioritize and manage multiple tasks in a fast-paced environment, resolving routine issues independently and escalating time-sensitive, complex, or compliance-related matters appropriately
- Demonstrates efficiency in working with multiple advisors and multiple clients by leveraging firm resources and tools
- Ensure consistent documentation so any team member can understand request status, history, and next steps
- High degree of pride in the accuracy and quality of your work product
- Understands the differences between custodians and their processes and workflows (what forms are needed to accomplish different tasks, alternate options, and processing requirements)
Skills
- Candidates must be authorized to work in the U.S. and be located within commuting distance of Lancaster, PA, or be willing to relocate independently
- 0 to 2 years in financial services and/or an administrative operations role preferred
- College degree or comparable experience
- Always focused on client needs and customer service
- Detail-oriented and methodical
- Follows up and follows through
- Exceptional organizational skills with a proven ability to multitask and manage multiple projects
- A team player with good interpersonal skills and the ability to work collaboratively across departments
- Excellent oral and written communication skills
- Demonstrated problem-solving abilities
- Adaptable and effective, delivering consistent results
- A self-starter who is assertive, proactive, independent, and accommodating
- Expert in most Microsoft Office applications
- Comfortable learning and navigating new technology and software applications
- Experience with Salesforce or another CRM platform is a major plus
- Fidelity and Schwab custodian experience is helpful
Benefits
- Medical, Dental, and Vision Insurance Offered
- Health Savings Accounts and Flexible Spending Accounts
- 401(k) Plan with employer match and discretionary profit-sharing contributions
- Paid Time Off + Volunteer PTO
- GREEN Units (phantom equity ownership in the firm after two years)
- Sabbatical after 7 years of service
- Paid Short-Term and Long-Term Disability Insurance
- Paid Group Life Insurance
- Employee Assistance Program
- Free financial planning and investment advice
- Annual professional development stipend for continuing education, courses, conference attendance, etc.
- Cellphone reimbursements
- Matching Charitable Gifts Program
- Stand-up desks, dual computer monitors, and team engagement events
Company Overview
Greenspring Advisors provides comprehensive financial planning, wealth management and investment advisory services to its clients. It was founded in 2004, and is headquartered in Towson, Maryland, USA, with a workforce of 51-200 employees. Its website is https://greenspringadvisors.com.