Client Service Specialist

About Modera Wealth Management

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership. We are seeking individuals who embody Modera’s core values:

• Confident Humility – a quintessential team player, willing to do whatever it takes to get a job done, with pragmatic optimism
• Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
• Trusted Relationships – Supportive and authentic with mutual respect for colleagues

In addition, the ideal candidate:

• Shares our commitment to maintaining a supportive and inclusive environment where everyone feels a sense of belonging.
• Is extremely organized with excellent attention to detail.
• Is capable of prioritizing and managing multiple tasks concurrently.
• Thrives in an environment focused on creative problem solving.
• Is an engaging and charismatic communicator.
• Has a passion for excellent service.
• Is a self-starter.

Job Summary

Job responsibilities include but are not limited to:

• Provide comprehensive client service for the firm’s clients and support for Lead and Support Advisors. This includes corresponding with clients (electronically and verbally), account management (opening and transferring accounts), processing check requests, money transfers, drafting letters of instruction, liaise with custodians, accountants, and other professionals, etc.
• Responsible for the accuracy and timeliness of work, including documenting, completing, and tracking completion of client related tasks and properly updating system software with client and other related information.
• Initiate workflow processes and ensure that checklists are generated and completed for meetings. This includes onboardings, comprehensive reviews, discovery meetings, terminations, etc.
• Prepare for client meetings. This includes generating reports and any other documents the Lead Advisor may need for their meeting.
• May attend client meetings in a technical, supporting or learning role.
• Monitor client account activity, research and resolve issues, and follow-through to ensure client’s needs are met.
• Update and maintain Service Team training guides as necessary.
• Organize, scan and maintain all client paperwork.
• Assist in greeting clients and visitors, screening and transferring calls, and scheduling meetings.
• Multi-task, organize and complete all other projects as assigned by management, prioritize projects, client needs and office procedures.
• Consistently maintain a high standard of customer service.
• Preserve client confidentiality.

Qualifications for this position

• Minimum associate degree.
• Minimum of 3+ years of experience in a registered investment advisory firm or financial services field.
• Intermediate finance and customer service skills.