Client Services Officer at Alan & Grant

Job Summary

• The Client Services Officer is responsible for delivering exceptional service to a diverse range of clients.
• This role ensures the seamless implementation of their investment strategies across the firm's innovative product offerings, including dollar funds, equity based funds, money market funds, and segregated portfolios.
• The individual in this position is pivotal in building strong client relationships, understanding their unique needs, and providing personalized support that aligns with the organization’s mission to deliver tailored, sustainable wealth solutions.
• By upholding the organization’s core values of excellence, professionalism, innovation, integrity, and commitment, this role acts as a trusted partner in clients' financial journeys.

Key Responsibilities
Client Engagement & Relationship Management:

• Facilitate smooth onboarding of new clients by understanding their financial goals and investment preferences.
• Assist clients in executing their tailored investment strategies across various products.

Client Communication & Support:

• Serve as the primary point of contact for clients, responding promptly to inquiries and providing consistent updates on their portfolios and market insights.
• Schedule and coordinate meetings, reviews, and updates to ensure clients are well-informed.

Personalized Service Delivery:

• Offer tailored advice and insights to clients based on their needs and investment objectives.
• Coordinate with internal teams to ensure prompt and accurate delivery of services.

Client Satisfaction & Experience:

• Proactively address client concerns and resolve issues effectively to ensure high levels of satisfaction and retention.
• Gather feedback to continually improve client experience and service quality.

Requirements

• Bachelor’s degree in Business, Finance, Psychology or related discipline.
• CCSP or any relevant professional certificate.
• 5+ years of proven experience in client services, customer care, relationship management, or private banking within financial services or wealth management.
• Strong interpersonal and communication skills, with a client-focused mindset.
• Proficiency in CRM tools, Microsoft Office, and financial reporting is a plus
• Excellent organizational skills and attention to detail.