Client Service Specialist: Remote or In-Office

Taconic Advisors, Inc. is a growing, fee only, comprehensive financial planning company located in New York’s beautiful Hudson River Valley.  We have been in business for over 20 years and offer a team environment, a reputation for excellence and a continual focus on how to better serve our clients.  

This is a mid-level position that will support advisors in all facets of the client relationship. You must be an independent and critical thinker with a vested interest in being an advocate for your clients. A knowledge of the financial services industry, specifically back office operations, is highly preferred.

Key Areas of Responsibility

Financial Planning and Client Service:

• Oversee client service activities including client on boarding, account paperwork, money movement, and act as client liaison with our investment team.
• Gather, review and input client data, including financial planning and tax projection software for client meetings.
• Manage setup and maintenance of client portals, including account aggregation Organize and execute client communications as requested by the advisory team.
• Communicate and collaborate effectively with advisory team on all client matters.
• See challenges as opportunities to provide a positive resolution and strengthen client relationships.
• Ability to find success in a dynamic, deadline driven, and detailed compliance environment.

Qualification Requirements

• Bachelor’s degree 2 + years’ experience in financial services
• Excellent written and verbal communication skills
• Possess a high degree of accuracy and attention to detail
• Ability to manage and process paperwork efficiently and accurately
• Warm, friendly personality with the ability to connect with people
• Willing attitude: “no job is beneath me,” not a clock watcher
• Independent, autonomous with a “get it done” mindset

Benefits

• Fully Remote. (Must be available for phone calls, internal meetings and client meetings during business hours, EST.)
• Competitive salary and incentive compensation
• Contributory 401k plan with employer contribution after first year
• Contributory health insurance plan
• Paid time off
• Collaborative office culture with an emphasis on work/life balance
• Mentoring and learning opportunities to enhance your own career track

For consideration, please submit a resume along with a short message telling us about yourself and why you would like to work at Taconic Advisors to Cathy Thiele, Executive Assistant at Taconic Advisors.