SMA Client Service Specialist Overview • Serve as a pivotal SMA Client Service Specialist, enhancing institutional client relationships and ensuring exceptional service delivery within a dynamic financial services environment. • Collaborate with cross-functional teams to address complex client needs and inquiries, fostering seamless communication and operational excellence. • Support strategic planning, client meetings, and onboarding processes with meticulous attention to detail and adherence to best practices. • Develop expertise in operational workflows, client reporting, and regulatory compliance to drive efficiency and accuracy. • Maintain comprehensive client data and documentation, ensuring compliance with industry standards and internal policies. • Identify opportunities for process improvement and contribute to innovative solutions that enhance client satisfaction. • Foster lasting client relationships through proactive communication and exceptional service delivery. • Adhere to regulatory requirements while supporting the organization's strategic goals and client-focused initiatives. SMA Client Service Specialist Key Responsibilities & Duties • Collaborate with senior executives to align daily activities with organizational priorities and client service goals. • Respond to complex client inquiries, escalating issues and recommending solutions to ensure timely resolution. • Coordinate onboarding and offboarding processes, ensuring all aspects are meticulously managed. • Prepare and review client materials, presentations, and documentation with precision and accuracy. • Monitor and track client inquiries, maintaining clear communication and ensuring client satisfaction. • Collaborate with internal teams to address client needs and support portfolio-related inquiries effectively. • Develop a deep understanding of firm strategies and products to enhance client service capabilities. • Maintain detailed records in Salesforce, including meeting notes, updates, and client preferences. • Proactively identify operational issues and drive their resolution to ensure seamless service delivery. SMA Client Service Specialist Job Requirements • Bachelor's degree in Business, Finance, or related field required, demonstrating strong academic foundations. • 3–6 years of experience in client service, operations, or relationship management within financial services. • Proven ability to coordinate cross-functional workflows and manage institutional client relationships effectively. • Proficiency in Salesforce, Excel, Word, PowerPoint, and Outlook, showcasing technical competence. • Working knowledge of Fixed Income products and front-office/middle-office workflows preferred. • Preferred qualifications include FINRA Series 7 or 63 and familiarity with alternative investments. • Strong organizational skills, attention to detail, and excellent communication abilities essential. • Ability to thrive in a hybrid work environment, balancing onsite and remote responsibilities effectively.