Client Account Specialist
SkyWater Search Partners is working with a well-established, independent wealth management firm is seeking a licensed paraplanner who is passionate about providing exceptional service and support. This role is ideal for someone who values professionalism and has the ability to maintain strict confidentiality.
In this role, you will play a key role in ensuring the accuracy and integrity of client account information. You will work closely with advisory teams to fulfill client requests, address inquiries, and troubleshoot issues. This position requires a proactive, solution-oriented approach and a commitment to collaboration.
Responsibilities
- Maintain accurate client account and personal information within firm systems and custodial platforms.
- Assist in fulfilling client requests and resolving issues in a timely and professional manner.
- Collaborate with advisory teams to support a seamless client experience.
- Uphold the firm’s values by ensuring confidentiality, accountability, and high-quality service.
Desired Skills and Experience
- 2+ years of experience in a client service role within the wealth management industry.
- Series 65 license OR Series 7 & 66
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and other relevant software.
- Strong written and verbal communication skills.
- Proactive mindset and strong attention to detail.
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ABOUT SKYWATER SEARCH
Start with your Short List
Led by a group of seasoned search industry professionals, SkyWater Search Partners brings new focus to a novel concept, “Short List Search.” Our purpose is to leave a lasting impression on the clients we serve by providing individuals who will make a measurable difference in their business. We strive to consistently deliver great results to our clients in a very timely manner.
Practice Areas
Our practice areas are led by highly experienced executive recruiters who take great care in fully understanding client requirements and candidate qualifications.
• Accounting and Finance
• Information Technology
• Operations
• Engineering
• Sales
• Marketing
• Human Resources
• Legal
• Construction
• Supply Chain
• Consumer Package Goods (CPG)
Founded on long-standing relationships and hundreds of successful placements throughout the Twin Cities business community, SkyWater Search Partners is a proven resource for clients and candidates looking to quickly and confidently explore their “short list” of best choices. Count on us to find the best people – and the best fit.