Reports To: Chief Operating Officer

FLSA Status: Exempt

Department/Division: Operations Prepared

Objective: Assist all Bluerock Wealth Management staff in creating a warm, friendly environment that enriches the client experience at Bluerock Wealth Management.

Essential Duties & Responsibilities Other duties may be assigned to meet business needs.

  • Assist the COO with new client paperwork, compliance tasks, and other projects
  • SalesForce and Black Diamond maintenance. Manage data entry in Salesforce (XLR8) ensuring process automation, and management and firm-specific reporting is available and accurate
  • Organization and maintenance of client documents and files
  • Preparation of new account paperwork for bank and brokerage accounts across the firm’s multiple custodians
  • Processing of account maintenance requests (address updates, statement coordination, etc.)
  • Maintains cash receipt log; scans and logs checks and provides cash receipts blotter to Chief Compliance Officer
  • Run Distribution Reports (IRA and Inherited IRA Distribution, Required Minimum Distribution, etc.)
  • Assist with developing and deploying best-practice processes and workflows related to client-facing, client on boarding, and internal tasks in order to integrate existing technology and departments
  • Assist Reporting with automation and efficiency of quarterly reporting and billing
  • Conference room support and management
  • Schedule meetings and appointments
  • Perform a variety of clerical duties (copies, scanning, filing, weekly/monthly reports, deposit checks, etc.)
  • Covering Front Office when needed. Ensure there is always relief coverage for the front desk for lunch and breaks, covering phones and administrative needs
  • Assist with firm event planning; managing invitations, guest lists, and ordering client/firm lunches


    • Exceptional interpersonal communication skills
    • Customer service driven
    • Excellent phone etiquette
    • Strong verbal and written communication skills
    • Strong organizational skills; must be organized, detail-oriented and able to take initiative
    • Ability to work independently on assigned tasks as well as to accept direction on given assignments
    • Punctual
    • Proficiency in Word, Excel, Outlook

Bluerock Client Service Specialist Job Description v1.0 Last Updated 4/23/2021


• 2-3 years of relevant experience


  • Base Salary: Experience Based
  • Discretionary Bonus
  • Vacation/PTO per firm policy
  • 401(k) plan
  • Benefits package including health and dental


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