Client Service Manager

Responsibilities

• Serve as a point of contact for clients and attend periodic client meetings (some travel may be involved)
• Manage and assist with preparation of materials for periodic client meetings including creating, updating and/or reviewing reports such as cash flows, executive summaries, balance sheets, performance reports and net asset summaries
• Draft financial projections/calculations
• Analyze investment performance and research investment options/recommendations
• Review and track client account applications, transfers and directives as needed
• Income and estate tax analysis/planning, with direction
• Aid in preparation of trust and individual tax summaries/payments
• Cook with outside custodians, attorneys, tax preparers and other advisors on behalf of clients
• Present materials and explain content during client meetings

Requirements

• Desired qualifications and background: Bachelor's degree required, investment, accounting/finance or legal background preferred
• Excellent analytical skills with high attention to detail
• Self-starter with demonstrated initiative and proven project ownership skills
• Team player experience and mentality; willing to give best effort on full spectrum of tasks ranging from simple/repetitive to complex/challenging
• Strong organizational and multi-tasking abilities to manage numerous projects with different client service teams
• High energy level, strong work ethic, quick learner
• Eager to learn new skills in a variety of financial planning areas

Preferred Skills And/Or Experience

• Prior experience in a professional services firm, law firm or financial services environment with exposure to investment, financial planning, tax consulting or estate planning disciplines
• Experience with portfolio management systems (Addepar, Advent, Black Diamond, Orion, Tamarac) and/or Schwab Advisor Center considered a plus
• Strong critical thinking and problem-solving abilities/resourcefulness
• Excellent verbal and written communication skills
• Advanced knowledge of Microsoft Office, especially Excel
• Experience with Microsoft Power BI, SharePoint and/or Salesforce CRM considered a plus
• Certifications such as CPA, CFP, CFA considered a plus

Benefits

• Competitive compensation with bonus potential
• 401(k) with Company match and profit sharing
• Comprehensive benefits package including medical, dental, vision and FSA/HSA
• Generous Paid Time Off (PTO)
• Support for professional development through training and certifications
• Cell phone reimbursement
• Company-paid parking