Client Service Manager

Our growing South Shore financial planning firm is looking for a part to potential full-time Client Services Manager to join our team. Our boutique firm provides personalized service to our small client base of high net worth individuals and families.

Role:

• The Client Service Manager (a/k/a Manager of Getting Stuff Done) provides excellent service and operational support to the office staff and our clients.
• Builds positive relationships with clients, business partners, and vendors while working to deliver meticulous service and solutions.

Responsibilities will include but are not limited to:

• Responsible for the day-to-day operations and administrative functions of the office.
  • Perform client billing.
  • Run client performance reports.
  • Data entry of financial planning data.
  • Bookkeeping.
• Perform accounts receivable/accounts payable and bookkeeping responsibilities.
• Work with the firm's partners to communicate solutions either directly or indirectly with clients.
• Research and resolve client issues, as needed.
• Adhere to all compliance/risk procedures and follow corporate and industry protocols.
• Support the Chief Compliance Officer to ensure that all paperwork, policies, and procedures for client requests have been adhered to in order to satisfy compliance requirements.
• Participate in projects to improve processes and enhance the client experience.
• Assist with ongoing marketing efforts and social media efforts.
• Perform duties with confidence, minimal supervision, and sound judgment to mitigate risk for the firm.

Requirements:

• Excellent communication and computer skills, including MS Word, Excel, PowerPoint, and QuickBooks. Working knowledge of Customer Relationship Management (CRM) (Redtail, a plus) and Portfolio Management Software (Orion, a plus) strongly preferred. Research knowledge of software providers such as Morningstar, ValueLine, and Standard & Poor's.
• Working knowledge of custodial operations (Charles Schwab, a plus).
• Prior experience working with institutional trading platforms is helpful.
• Excellent interpersonal and organizational skills; strong attention to detail.
• Strong communication skills, including verbal and written.
• Must have a sense of urgency, ability to multi-task and work unsupervised, with excellent organizational skills and judgment, and strong prioritization skills.
• Must demonstrate a positive and professional image at all times.
• College degree and five years of industry experience preferred.
• Series 65 preferred (or ability to obtain within 90 days of hire).
• Certified Financial Planner (CFP) or working towards it is a plus.

Interested parties please contact Bill Harris at (888) 797-9009.