Client Service Manager

Responsibilities

• Manage new client implementation processes
• Build and maintain client relationships to drive retention
• Coordinate and direct client activities with team members
• Maintain familiarity with industry trends affecting the investment market
• Manage special requests or projects for the Wealth Advisor team
• Adhere to ethics and associate code of conduct policies

Requirements

• Two or more years of experience in financial services or high net worth client service
• Strong PC proficiency
• Experience with Salesforce or Orion Advisor Services preferred
• Bachelor's degree preferred
• Strong verbal and written communication skills
• Ability to manage multiple tasks with high attention to detail

About the Company

We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture that fosters camaraderie, teamwork and work-life balance.