Private Wealth, Client Services Manager

Citizens•New York, NY

5d•$110,000 - $135,000

About The Position

As a Client Service Manager, ideal candidates will have a minimum of five years experience in the financial industry working with high net worth individuals and families and have an advanced understanding of industry regulations and compliance issues. Ideal candidates must have the capacity to thrive in a dynamic, constantly changing global market environment and have a passion for exercising discretion and applying independent judgement with respect to matters of significance on a daily basis.

Requirements

5+ years of related experience
BS/BA degree in Business, Finance or related field or equivalent experience
Series 7/66 Licenses required
Series 9/10 or 24 highly preferred (must obtain within 90 days of employment)
Excellent communication and interpersonal skills
Strong presentation skills
Proven self-starter with the ability to think and work autonomously
Ability to work with a sense of ambiguity
Ability to collaborate with internal partners
Excellent written and verbal skills with careful attention to detail
Proficient in Microsoft office applications with an intermediate to expert skill level in Excel and PowerPoint

Nice To Haves

Experience with platform implementation preferred
Project management experience preferred

Responsibilities

Coordination of meetings.
Various reporting.
Ordering of supplies/equipment.
Hire, train, manage and lead a highly effective Client Service Team to ensure an exceptional client experience is consistently delivered to both internal and external clients (hiring, terminations, performance management, career development, mid/year-end reviews, etc.)
Develop and implement new career path roles and opportunities within Client Service
Partner with Wealth Managers to understand their business and pipeline in order to help optimize best practices and implement appropriate support models
Identify, escalate and provide solutions to mitigate and manage enterprise risk, improve operating efficiencies and harmonize workflows and expectations across the firm
Assist with the onboarding and integration of new Advisor Teams
Handle day to day questions and manage the escalation of “sensitive and timely” issues (client complaints, fraud, KYC red flags)
Perform duties and responsibilities as required