Senior Client Services Manager / 2IC
Core
Lead a small team of client support staff to ensure operational efficiency and exceptional service delivery for advisory firms and their clients.
Role type
Senior Client Services Manager / 2IC
Builds
Client service operations and value proposition delivery
Domain
Financial Advisory / Client Operations
Deliverable
client delivery
Required skills
Team leadership, Business process design, Strategic planning, Client relationship management, Business systems knowledge, Investment products knowledge
Preferred skills
None stated
Technologies
None stated
Responsibilities
Develop and maintain business processes and systems, Assist practice heads in executing strategic plans, Maintain client contact and service implementation, Lead a small team of client support staff
Seniority
Senior, hands-on IC with leadership responsibilities