Abrar Admin

Capstone Financial Group

Job SummaryThis position plays a critical role in delivering an exceptional client experience within a fast-paced, client-focused wealth management environment. This position provides comprehensive operational, administrative, and client service support under the CEO&rsquo;s book of business.As a key liaison between clients, advisors, custodians, and internal partners, this role ensures seamless execution of client requests, maintains data integrity, and supports the overall client relationships and in-office environments.This role is essential to maintaining trust, efficiency, and excellence in serving high-net-worth clients.Key Responsibilities: Client Service &amp; Relationship Support<ul><li>Serve as a primary point of contact for clients, both on the phone, through email and in person</li><li>Respond to client inquiries and resolve service requests in a timely and professional manner</li><li>Assist clients with account-related questions (non-investment), including balances, positions, and transactions</li><li>Facilitate client onboarding, including account setup, transfers and documentation</li><li>Educate and assist clients with digital tools and platforms (e.g., e-signature, online portals)</li><li>Maintain ongoing communication with clients to ensure satisfaction and retention</li></ul>Account Management &amp; Operations<ul><li>Prepare and process paperwork for new accounts, transfers, maintenance, withdrawals, RMDs, etc.</li><li>Execute and monitor money movement transactions to ensure accuracy and timeliness</li><li>Maintain and update client records across CRM systems (Redtail) and custodial platforms</li><li>Ensure all client documentation adheres to compliance and regulatory requirements</li><li>Liaise with custodians, vendors, and internal operations teams to resolve account issues</li><li>Assist in managing the insurance application process, ensuring completeness and accuracy</li><li>Coordinate underwriting requirements, including medical exams and documentation</li><li>Track and follow up on pending business to ensure timely processing</li></ul>Administrative &amp; Office Support<ul><li>Answer and route inbound calls; initiate outbound calls</li><li>Provide a professional, welcoming office environment for clients and visitors</li><li>Manage calendars for primary Financial Advisor</li><li>Maintain organized filing systems (digital and physical) and ensure data accuracy</li><li>Handle general office responsibilities including correspondence, scanning, copying, mail distribution and simple upkeep</li></ul>Qualifications: Education &amp; Experience<ul><li>High School Diploma or equivalent required</li><li>Bachelor&rsquo;s degree or military experience preferred</li><li>2+ years of administrative or client service experience</li><li>Experience in a wealth management, financial advisory, or corporate environment preferred</li></ul>Skills &amp; Competencies<ul><li>Exceptional client service and interpersonal skills with a professional presence</li><li>Strong organizational skills with keen attention to detail</li><li>Ability to prioritize, multi-task, and meet deadlines in a fast-paced environment</li><li>Excellent written and verbal communication skills</li><li>Proficiency in Microsoft Office (Word, Excel); CRM experience preferred</li><li>Problem-solving mindset with the ability to work independently and collaboratively</li><li>High level of integrity, discretion, and commitment to confidentiality</li><li>Self-motivated, goal-oriented, and adaptable to change</li></ul>Work Environment<ul><li>Collaborative, team-oriented wealth management office</li><li>Client-facing role requiring professionalism and responsiveness</li></ul>Pay: $22.00 - $26.00 per hourBenefits:<ul><li>Health insurance</li><li>Paid time off</li><li>Retirement plan</li></ul>Work Location: In person

Client Service Specialist/Receptionist

Join Capstone Financial Group and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Capstone Financial Group

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Client Service Specialist/Receptionist