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Client Service Specialist

Moran Wealth Management • Naples, FL, US • published 2026-10-03 09:13:43.219776

Description

Description: As a Client Service Specialist, you will be instrumental in maintaining strong client relationships and ensuring the delivery of exceptional service. Your primary responsibilities will include managing complex client inquiries and providing direct support to guarantee client satisfaction and retention. You will serve as a backup for the operations team, ensuring continuity of service and operational efficiency, and will assist relationship managers by handling client interactions, addressing inquiries, and ensuring strong client satisfaction. This role requires flexibility, strong communication skills, and the ability to manage multiple tasks across operations and client\-facing responsibilities. This role is an in\-person position. **Primary Responsibilities** * Provide support to the operations team during periods of absence or high workload, ensuring that all operations\-related tasks are completed accurately and efficiently. * Assist relationship managers by communicating directly with clients to address inquiries, provide updates, and resolve any issues they may encounter. * Help resolve client concerns in a timely manner, ensuring that solutions are aligned with ...

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