Client Service Manager

Job Summary

A company is looking for a Manager, Client Service.

Key Responsibilities

• Manage and develop Client Service team members, including hiring, training, and mentoring
• Optimize productivity and ensure exceptional client experiences within the team
• Contribute to local strategy decisions and support process improvements across the firm

Required Qualifications

• Bachelor's degree or equivalent in Business, Economics, Accounting, or Finance
• Minimum 2 years of experience in the financial industry
• Minimum 2 years of client-facing experience
• Notary designation is a plus
• Experience interacting with individuals at all income levels in a professional manner