Senior Client Service Specialist

CI Financial Corp

New Jersey, US
Base: $80,000-$100,000 usd py; bonus/equity: not s...
Onsite
Bachelor's degree required
Five years ria experience
Salesforce crm proficiency
The role involves managing the complete client life cycle for assigned relationships while cultivating strong connections with clients and partners

Job Summary

  • The role involves managing the complete client life cycle for assigned relationships while cultivating strong connections with clients and partners.
  • Employees will facilitate complex money movements, asset transfers, and charitable contributions with a high level of accuracy.
  • The company offers a comprehensive benefits package including employer-matched 401(k), medical plans, and paid parental leave.

Matching Summary

The role involves managing the complete client life cycle for assigned relationships while cultivating strong connections with clients and partners.

Salary

Base: $80,000-$100,000 USD per year; Bonus/Equity: Not specified; Benefits: 401(k) match, medical, dental, vision, disability, parental leave

Skills & Requirements

Must-have

  • Bachelor's degree required
  • Five years RIA experience
  • Salesforce CRM proficiency
  • Advanced Excel skills
  • Client relationship management

Nice-to-have

  • Strong verbal communication skills
  • Excellent analytical abilities
  • Detail-oriented multitasking
  • Proactive client anticipation
  • Team collaboration mindset

Key Requirements

  • Bachelor's degree
  • Minimum five years RIA experience
  • Proficiency in Salesforce or similar CRM
  • High competency in Microsoft Excel
  • Unrestricted US work authorization

Work Rights

Must have unrestricted work authorization to work in the United States

Tailored Resume

Cover Letter