Manager, Client Service
Core
Manage and develop a team of Client Service Specialists and Coordinators to ensure efficient, high-quality service for a large client base of families.
Role type
Manager, Client Service (People & Operations)
Builds
Client service operations and team performance for a Registered Investment Advisor (RIA) firm
Domain
Financial Planning / Wealth Management
Required skills
Team management, hiring and training, workflow coordination, client experience management, financial planning software proficiency, Salesforce, MS Office Suite
Preferred skills
Notary designation
Technologies
Salesforce, MS Office Suite, financial planning software
Responsibilities
Hire, train, mentor, and supervise Client Service Specialists and Coordinators; Optimize team productivity and coordinate workflow; Ensure exceptional client experience; Act as subject matter expert for complex account topics (10b5-1 plans, pledged asset lines); Coordinate local projects (RMDs, tax loss harvesting, cash audits); Monitor team goals and client retention; Participate in local strategy decisions.
Seniority
Manager, team lead