Client Relationship Specialist

Our client, a wealth management firm, is seeking a skilled Client Relationship Specialist to join the team.
Responsibilities: Client onboarding (preparing new account paperwork and client information-gathering)Account maintenanceAssist with quarterly billing and performance reportingWork directly with third-party reconciliation providersEnsure the accuracy and reliability of portfolio data in the portfolio management systemSupport portfolio managers with any queries or issues related to portfolio data and reconciliationRelationship management, including regular client contactGeneral administrative functions as needed Qualifications: Bachelor's degree3+ years of related experience requiredFINRA Series 7 and 66 required (will consider Series 63/65)Proficient in Microsoft applications (Word, Excel, PowerPoint)Advent Portfolio Exchange and Moxy Order Management system experience is a plusAssist with the implementation and testing of new systems, processes, and proceduresAbility to learn new processes and technology platforms