Client Support Specialist - Financial Services

Job Title : Client Support Specialist

Overview : LHH Recruitment Solutions is looking for a Client Support Specialist to join our client's client relations team on a temporary basis (up to 6 months).

This role is fully remote and open to candidates across the continental US, working during Eastern Time Zone hours. You would be delivering comprehensive client service and support for a global custodian firm.

Responsibilities include addressing inquiries, providing guidance, executing instructions, and ensuring clients receive personalized service.

The ideal candidate will have excellent communication skills, a solid understanding of financial concepts, and a passion for delivering outstanding service to high-net-worth individuals and families.

Compensation : $18.00 - $21.00 per hour, based on experience.

Benefits :

Offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, an Employee Assistance Program (EAP), commuter benefits, and a 401(k) plan.

Employees have the flexibility to select coverage that suits their individual needs. Paid leave may include required Paid Sick Leave, as well as other paid leave mandated by federal, state, or local laws, along with holiday pay based on eligibility criteria.

Location : 100% Remote - Work from Home - Anywhere in the Continental US - Eastern Time Zone Hours

Shifts : 8 AM EST - 5 PM EST / 10 AM EST - 7 PM EST

Key Responsibilities :

• Accurately and efficiently process shareholder requests, including purchases, redemptions, exchanges, and account updates.
• Assist clients in completing necessary documentation for transactions while ensuring compliance with regulatory standards.
• Investigate and resolve customer issues or discrepancies regarding account transactions, shareholder records, and transfer agency procedures.
• Educate clients on transfer agency processes, policies, and regulations to facilitate smooth transactions and enhance understanding.
• Respond to customer inquiries via phone regarding transfer agency services, including account transfers and maintenance.
• Provide exceptional inbound client service as part of our Fund Services operations.
• Clearly and professionally communicate complex information, both verbally and in writing.
• Analyze data to identify solutions for client inquiries and issues.
• Resolve client concerns or propose alternative solutions to alleviate friction points.
• Maintain excellent client service standards through NPS and other metrics, ensuring a top-tier experience.
• Stay updated on market trends, regulatory changes, and industry developments related to investment banking operations.
• Document all client interactions and maintain thorough records in compliance with regulatory requirements and company policies.
• Engage in training sessions and professional development opportunities.
• Collaborate with internal teams to meet client needs and coordinate service delivery.

Qualifications :

• High School Diploma or Equivalent.
• A minimum of 2 years of customer service experience, preferably in the global financial services sector with exposure to treasury management.
• Background in brokerage operations, accounting, finance, economics, investment banking, or capital markets.
• Strong verbal and written communication skills.
• Exceptional analytical and problem-solving abilities with keen attention to detail.
• Collaborative team player with the capability to perform well both individually and as part of a team.
• Proficiency in Microsoft Office, including MS Excel and MS Word.
6 days ago