Client Service Manager
Job Summary
Acting as a key point of contact for service and operations, the full-time Client Service Manager will manage client and advisor onboarding, handle day-to-day operations, and drive platform adoption in a hybrid work environment.
Key responsibilities
- Serve as a subject matter expert on paperwork and process requirements across multiple custodial platforms
- Assist with advisor onboarding and training while generating necessary paperwork and reports
- Proactively monitor workflow status, resolve issues, and communicate effectively with advisors and custodians
Required qualifications
- Bachelor's degree required
- Proficient in Microsoft Office applications
- Ability to thrive in a fast-paced environment with multiple competing priorities
- Desire to learn about the financial services industry and operational needs of advisors
- Flexibility to work weekends on occasion
Complete Job Description
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