Client Service Specialist

Why work at Modera Wealth? Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses. Job Overview: We are looking for a Client Service Specialist in Allentown, PA to support the office’s advisors and their clients, while also performing general administrative tasks as needed. Responsibilities: Provide comprehensive client service for the firm’s clients and support for advisors. This includes corresponding with clients (electronically and verbally), opening accounts), facilitating asset transfers, processing money movements, drafting letters of instruction, liaising with custodians, accountants, and other professionals, etc. Responsible for the accuracy and timeliness of work, including documenting, completing, and tracking completion of client related tasks and properly updating system software with client and other related information Initiate workflow processes and ensure that checklists are generated and completed for meetings. This includes onboardings, comprehensive reviews, discovery meetings, terminations, etc. Prepare for client meetings. This includes generating reports and any other documents advisors may need for their meeting. May attend client meetings in a technical, supporting or learning role Monitor client account activity, research and resolve issues, and follow-through to ensure client’s needs are met Update and maintain Service Team training guides as necessary Organize, scan, and maintain all client paperwork Assist in greeting clients and visitors, screening and transferring calls, and scheduling meetings Multi-task, organize, and complete all other projects as assigned by management, prioritize projects, client needs, and office procedures Consistently maintain a high standard of customer service Preserve client confidentiality Additional projects and duties as needed What are we looking for? We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera’s core values: Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others Trusted Relationships – supportive and authentic with mutual respect for colleagues Qualifications: Associate’s Degree, at a minimum Minimum of 3+ years of experience in an RIA firm or financial services field Intermediate finance and custodian knowledge Strong sense of professionalism and discretion required Preferred experience with platform transitions in an RIA or financial services environment, including onboarding to legacy systems, supporting custodial or technology migrations, and operating within new platforms. Skills and Competencies: Proven analytical and problem-solving skills Working knowledge of planning strategies and solutions Highly proficient in financial planning software and computer software, including the Microsoft Office Suite Excellent written and verbal communication skills Actively engages as a team member Adaptability and flexibility Client first attitude Benefits: Competitive based salary Performance based bonus Safe Harbor 401(k) plan Medical,…