Remote Client Service Manager | WFH

Job Title: Client Service Manager - Remote

Job Overview

We are a distinguished financial advisory firm committed to providing exceptional investment and planning services tailored to the specific needs of our clients. We uphold a strong dedication to our core values, aiming to surpass client expectations while fostering a collaborative work environment.

Company Culture And Values

Our core principles prioritize a people-first approach, teamwork, thoughtful engagement, innovative thinking, and a commitment to growth. We strive to create a positive and family-friendly atmosphere that encourages professional collaboration and innovation.

Key Responsibilities

• Act as a primary point of contact for clients and advisors, ensuring robust relationships are maintained.
• Oversee all aspects of account management, including onboarding procedures, documentation, and accurate record-keeping.
• Efficiently handle incoming calls, schedule appointments, and process various paperwork and deposits.
• Proactively cultivate relationships with clients to promptly address and resolve any issues.
• Provide professional telephone coverage, effectively managing urgent calls through to resolution.
• Ensure compliance with industry regulations and firm policies while delivering outstanding client service.
• Welcome clients and guests with warmth, ensuring a high standard of service is upheld.
  
  

Required Skills

• Proven experience in a client-facing role, demonstrating excellence in service delivery.
• Strong verbal and written communication skills.
• Exceptional organizational skills, with the ability to manage multiple tasks and maintain accurate client records while ensuring compliance.
• Proficiency in problem-solving, with a capacity to address client issues professionally and judiciously.
• Familiarity with financial software and tools, including Word, Excel, Outlook, and CRM platforms.
  
  

Qualifications

• Education: A Bachelor's degree in Business, Finance, Accounting, or a related field is required.
• Experience: A minimum of 2-3 years in a similar role within wealth management or a related financial services environment is essential.
  
  

Career Growth Opportunities

We offer avenues for professional development, including a structured program that supports both personal and career growth within the financial services industry.

Compensation And Benefits

• Competitive Salary Range: \(60,000 - \)75,000
• Comprehensive Benefits Package:
• 100% of the first 4% 401(k) match and a historical 5% profit-sharing plan.
• Discretionary bonuses.
• Full employer contributions for medical and HSA, with additional options for dental and vision.
• 100% employer-funded life and short/long-term disability insurance.
• Three weeks of paid time off.
• Hybrid work model: Three days in-office and two days remote.
• A positive and family-friendly work environment.
  

Candidates must be eligible to work in the United States without restrictions, and a thorough background check will be conducted prior to employment consideration. Interested applicants should submit a cover letter, resume, and salary expectations.

We are an equal opportunity employer. All qualified candidates will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are committed to maintaining a drug-free workplace.

Employment Type: Full-Time