Broker Check

Client Support Specialist

Dreyer Wealth Management is looking for a full time Client Support Specialist to join our team. The Client Support Specialist will act as a liaison between the financial advisors, clients, and investment companies. Ideal candidates should be resourceful, work well in a team, have a positive attitude, and the ability to multitask. The essential functions of this position are to provide support and to ensure efficient operation in the office. 

Requirements and Qualifications:

  1. Strong customer service focus, diligently organized, and highly flexible, with a strong attention to detail.
  2. Ability to work independently to achieve results while collaborating with a team to address client needs.
  3. Willingness to shift focus, adapt to changing priorities, and maintain patience and good judgment in serving clients and resolving issues.
  4. Must manage highly confidential information with professionalism and unquestionable integrity.
  5. Excellent interpersonal, organizational, verbal and written communication skills.
  6. Strong computer skills - ability to operate within an electronic and paperless workflow.
  7. Financial literacy, knowledge of common investment concepts and solutions is a plus, but not required. 
  8. Insurance and/or securities licensing a plus, but not required.

Position Responsibilities

Client Support Specialist functions as the professional face of the office during official business hours. As such, the Client Support Specialist has the following responsibilities:

  1. Support client-facing project work, scheduling calls and meetings, meeting materials, run reports, filing, and email communications.
  2. Perform general office administrative duties such as faxing, copying, scanning, shredding, phone reception, etc. Greet visitors effectively.  Answer incoming calls & emails promptly and determine appropriate response.
  3. Provide in-depth administration of client servicing responsibilities. 
  4. Miscellaneous client/office services projects as assigned.
  5. Maintain an excellent level of organization and communication in all areas.
  6. Ensure office and compliance procedures are followed.
  7. Maintains reception area and conference rooms and keeps these areas tidy.
  8.  Other tasks as needed. 

Competitive base pay commensurate with experience. Additional consideration for bonuses based on performance and company profitability. 

Benefits provided:

  • Retirement plan 
  • Paid time off
  • Paid holidays

All advancing candidates will be required to pass a FINRA background check and fingerprinting.

To apply, please send resume and cover letter to mike@dreyerwealth.com