Client Service Manager – Wealth Family Office, Client Experience
United States
Full Time
1 week ago
About this role
Role Overview
- Servicing, educating, tracking, trending, and resolving day to day operational issues for family office clients.
- Support the tactical and strategic service needs of institutional customers both individually and as a member of a Relationship Management team.
- Spend the majority of time on client satisfaction with specific attention to areas of client service, relationship management, problem resolution, and process improvement.
Requirements
- Bachelor’s degree or commensurate work experience required
- 5+ years of operations and/or service experience in the financial services industry
- Ultra High Net Worth experience desired
- Series 7 required
- Series 63 preferred, required to obtain within 60 days
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities