Senior Client Service Manager
ABOUT THE ROLE
As a Senior Client Service Manager, you will play a critical role in managing and enhancing client relationships, providing exceptional client service, acting as a trusted liaison, and executing complex financial transactions with a commitment to excellence and confidentiality. You will partner with Private Wealth Advisors, Financial Planners, Wealth Investments and Operations to serve our client families, ensuring their goals are met with the utmost care and professionalism.
A DAY IN THE LIFE
- Champion the Client Experience: Serve as the first point of contact, ensuring a white-glove, concierge-level experience for clients and advisors.
- Support Onboarding & Relationship Management: Facilitate a seamless onboarding experience by collecting, organizing, and maintaining client information with accuracy and discretion.
- Client Support: Act as an internal point person for existing and prospective clients, assisting advisors in nurturing and maintaining strong relationships with clients, attorneys, CPAs, and other professionals to deliver outstanding service.
- Collaborate with Advisors: Support our client-first culture through proactive identification of challenges, resolving issues swiftly, and ensuring clients' financial affairs run smoothly.
- Client Retention: Engage in activities designed to achieve sales and client retention goals, ensuring clients feel valued and supported.
- Execute & Manage Complex Transactions: Oversee banking transactions, investment account activity, cash movement (domestic and international), and financial documentation with precision.
- Coordinate Key Financial & Investment Activities: Prepare, track, and process key documentation, including investment agreements, 95% tax documents, real estate tax payments, and financial authorizations.
- Technical Support: Provide expert technical support and coordination for client estate processing, tax planning, and valuations, helping clients navigate complex financial matters.
- Maintain Data Integrity & Compliance: Leverage CRM and other tools to ensure up-to-date client records while managing sensitive data with the highest level of confidentiality.
- Record Maintenance: Maintain meticulous client files and records, including scanning mail and updating multiple systems and spreadsheets, ensuring all information is current and accessible.
- Distribution Coordination: Manage distribution requests from client accounts, calculating distribution amounts and scheduling distributions with accuracy and care.
- Asset Review: Conduct annual reviews of unique asset holdings, updating cost basis and market value as required, providing clients with accurate and timely information.
- Process Oversight: Oversee processes involving checks, receipts, and transfers, including trust tax returns, property taxes, and IRAs, ensuring all transactions are handled efficiently and securely.
- Meeting Participation: Actively participate in various internal and external meetings, contributing to the continuous improvement of client service.
- Alternative Investments: Handle responsibilities related to processing, tracking, and confirming alternative investments, ensuring clients' diverse portfolios are managed effectively.
- Other duties and projects as assigned.
WHAT YOU'LL NEED
- Bachelor's degree in business, Finance or related field or equivalent industry experience.
- 4+ years' financial services experience working with high-net-worth clients.
Skills
- Superior interpersonal, organizational, and client service skills, excellent communication and phone etiquette, high attention to detail, and proficiency with Microsoft Office. Ability to quickly learn additional digital tools as needed.
WHO YOU ARE
- You are a mature, polished professional with a positive attitude and a friendly demeanor.
- You are highly motivated, proactive, a team player, and willing to assist in all tasks.
- You have the ability to maintain confidentiality and work collaboratively in a small team environment.
- A background in high-net-worth client service, private banking, or private wealth management.
- The ability to think ahead, solve problems, and manage complex financial interactions with confidence.
- A natural ability to build trust and rapport with sophisticated clientele.
- A commitment to delivering an exceptional, high-touch experience in every client interaction.
WHAT YOU'LL GET
Competitive salary, benefits and 401K company match that vests immediately upon participation.
- Parental leave & PTO policy.
- Collaborative, dynamic work environment with a fast-paced, mission driven company.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.