Client Specialist

Must have Client Service experience in the INVESTMENT MANAGEMENT INDUSTRYOur client, a $2.5B RIA, is seeking a Client Experience Representative for their firmClient paperworkClient scheduling for advisorsPreparing for monthly seminarsOperational and Client Service supportKeep CRM updated for meeting notes and client updatesLiaison for service-related client issuesManage advisor calendarsSmartOffice, SharePoint and MS Office preferred; relevant CRM experience is req'dExperience in the Investment Management field required; Banking / Insurance fields acceptable with IM knowledge.Compensation is $70-$90k + (up to 10%) bonus.There are an average of 2-3 evening seminars per month which require attendance, and those have an additional pay of $125 per seminar.