Operations Client Service Manager

RIA Recruiting•Scarsdale, NY

4d•$70,000 - $90,000•Remote

About The Position

Nardis Advisors is a growing, independent financial advisory firm based in NY seeking a Permanently Remote Operations / Client Service Manager to join our team. As a small, entrepreneurial firm, we offer a dynamic and collaborative work environment where your contributions will have a big impact in a short period of time. We are dedicated to providing exceptional service and guidance to our clients as they navigate their financial futures. This role is critical to supporting our clients and ensuring the smooth operation of our daily business functions. Learn more about the firm at nardisadvisors.com. This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is open to candidates in Eastern and Central time zones.

Requirements

Strong interpersonal skills, with the ability to work well with and manage others
Desire to grow with the firm in this role to manage operations
Excellent verbal and written communication skills
Organized and detail-oriented
Good problem solving and time management skills
Ability to prioritize and confidence to manage projects as well as individually assigned tasks

Responsibilities

Manage daily client service requests
Oversee and execute client onboarding
Manage CRM workflows and tasks, ensuring that all client touch points are made
Develop and fine-tune processes and workflows
Participate in weekly meetings with the intent that you will lead these meetings and track outstanding items after getting up to speed
Project management and execution
Resolve issues practically and proactively
Participate in strategy meetings and help execute on goals of the firm
NO new business development / sales