Client Service Specialist II

Job description

Description JOB OVERVIEW: The Wealth Management Service Team Associate will be joining a team that supports the Relationship Management and Transition Teams at Dynasty. This will cover Client Management, Event Management, Resource Management and also internal Dynasty processes and procedures. We very much view this role as a great entry level role for Dynasty’s Service Team and a perfect way to learn everything about Dynasty. We are excited to see anyone filling this role to evolve with the role to include additional responsibilities. JOB REQUIREMENTS: Client Management - Develop and maintain templates, playbooks, and onboarding guides - Assist with benchmarking and service data analysis - Coordinate and prepare client-facing resources such as pitchbooks, VIP decks, and lookbooks. - Provides general support to Relationship Managers, assisting with a variety of ad hoc tasks - Conducts comprehensive research to support clients - Support team by preparing materials, scheduling, and capturing meeting notes. Talent management: - Assist network partners with job posting and resume screening - Create career paths and professional development plans - Update internal guides and handbooks -...