Private Client Service Specialist

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.ResponsibilitiesCoordinate 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 standardsProcess tasks and resolve issues in a timely and accurate mannerManage relationships with clients and internal and external resource providersPartner with Financial Advisors to fulfill client requests and service-related issuesQuickly responds to client requests and resolves open tasks according to practice group standardsProactively eliminates obstacles before they become issuesPrioritize and manage multiple tasks in a fast-paced environment, resolving routine issues independently and escalating time-sensitive, complex, or compliance-related matters appropriatelyDemonstrates efficiency in working with multiple advisors and multiple clients by leveraging firm resources and toolsEnsure consistent documentation so any team member can understand request status, history, and next stepsHigh degree of pride in the accuracy and quality of your work productUnderstands the differences between custodians and their processes and workflows (what forms are needed to accomplish different tasks, alternate options, and processing requirements)SkillsCandidates must be authorized to work in the U.S. and be located within commuting distance of Lancaster, PA, or be willing to relocate independently0 to 2 years in financial services and/or an administrative operations role preferredCollege degree or comparable experienceAlways focused on client needs and customer serviceDetail-oriented and methodicalFollows up and follows throughExceptional organizational skills with a proven ability to multitask and manage multiple projectsA team player with good interpersonal skills and the ability to work collaboratively across departmentsExcellent oral and written communication skillsDemonstrated problem-solving abilitiesAdaptable and effective, delivering consistent resultsA self-starter who is assertive, proactive, independent, and accommodatingExpert in most Microsoft Office applicationsComfortable learning and navigating new technology and software applicationsExperience with Salesforce or another CRM platform is a major plusFidelity and Schwab custodian experience is helpfulBenefitsMedical, Dental, and Vision Insurance OfferedHealth Savings Accounts and Flexible Spending Accounts401(k) Plan with employer match and discretionary profit-sharing contributionsPaid Time Off + Volunteer PTOGREEN Units (phantom equity ownership in the firm after two years)Sabbatical after 7 years of servicePaid Short-Term and Long-Term Disability InsurancePaid Group Life InsuranceEmployee Assistance ProgramFree financial planning and investment adviceAnnual professional development stipend for continuing education, courses, conference attendance, etc.Cellphone reimbursementsMatching Charitable Gifts ProgramStand-up desks, dual computer monitors, and team engagement eventsCompany OverviewGreenspring 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.



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