AVP, Client Service

About the role

The Client Service Manager will oversee the Client Service team, ensuring exceptional service delivery and continuous improvement of operations.

Responsibilities

• Continues to act as a CSA for assigned clients.
• Led a team of Client Service professionals and optimize Client Service operations.
• Motivates and trains employees, coordinates and provides day-to-day oversight, manages workload distribution, ensures back-up coverage, and develops performance reviews.
• Identifies and leads opportunities to improve operations across the team, engages with leaders, peers, and staff, shares successes, promotes teamwork, and manages conflicts.
• Collaborates on CSA training materials and curriculum, assists leadership in setting strategic direction for key programs, serves as escalation point for challenging Client Service issues, and collaborates with other managers.
• Utilizes CRM application to perform various functions, such as submitting/assigning tasks, running dialogues, and tracking tasks.
• Exercises independent judgment across a broader range of areas, addresses issues, future needs, and adapts new processes, methods, and technologies.

Qualifications

• Previous back-office operations or executive/administrative assistant experience, including experience in financial planning and/or the securities industry.
• High-touch, direct client experience is essential.
• Understanding of the value proposition of being a fee-only fiduciary.
• Previous supervisory experience managing teams is a plus.
• Excellent computer skills and general technical ability; comfort with navigating various software applications and systems.
• Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is highly preferred.

Benefits

Competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.