Client Service Manager

Mariner•Manasquan, NJ

2d•$93,000 - $112,000

About The Position

The Client Service Manager is responsible for managing the administration of client services as it pertains to client interaction and management of accounts, and general office management activities. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

Requirements

Has positive attitude, with an exceptional client service demeanor
Ability to manage a team and build a strong rapport with team members
Strong verbal and written communication skills
The ability to manage multiple tasks and maintain the necessary attention to detail
Ability to organize time and perform tasks with minimal direction
Highly organized with strong analytical and problem solving skills
Two or more years of related work experience in financial services and high net worth client service or equivalent experience
Strong PC proficiency required

Nice To Haves

Bachelor’s degree
experience with Salesforce and Orion Advisor Services preferred

Responsibilities

Manage new client implementation process
Build and maintain client relationships aimed at client retention
Coordinate and direct client activities with other team members and assist as necessary
Maintain up-to-date familiarity of industry trends that affect the investment market
Manage special requests or projects as directed by Wealth Advisor team
Adhere to ethics and associate code of conduct policies and, as appropriate, communicate the same to team members
Perform other duties as assigned