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Service Manager
1 week ago
Sunroad Enterprises San Diego, United StatesService Manager - Kearny Mesa Ford/Kia · Clairemont Mesa Blvd, San Diego, CA , USA Req # Thursday, May 30, Service Manager - Kearny Mesa Ford/Kia · Non-Exempt · Job Summary: · The Service Manager is responsible for the customer-focused and efficient operation of the dealershi ...
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Service Manager
2 weeks ago
ADT, Inc. San Diego, United StatesCompany Overview: The next generation of ADT Commercial is here. At Everon, we truly believe that our people are the difference for our organization, the customers we serve and the communities we protect. When youre a part of Everon, youll have t Service Manager, Manager, Custome ...
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Service Manager
2 weeks ago
ADT Security Services, Inc San Diego, United StatesCompany Overview: · The next generation of ADT Commercial is here. At Everon, we truly believe that our people are the difference - for our organization, the customers we serve and the communities we protect. When you're a part of Everon, you'll have the opportunity to be a part ...
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HVAC Service Manager
3 weeks ago
Gpac San Diego, United States Full timeIf you are a HVAC Service Manager that takes pride in the work you do and have a desire to be valued for your contributions to a team then we want to talk to you. · Competitive compensation · Full benefits · 401k · Paid vacation · Qualifications: · 5+ years of Commercial HVAC se ...
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Service Manager
2 days ago
Gables Residential Services, Inc. San Diego, United StatesBe #gablesproud of where you work and become part of our team by applying for your new career with Gables TODAY · At Gables, Taking Care of the Way You Live AND Work is at the heart of our company culture. By providing our signature service to residents, associates, investors, a ...
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HVAC Service Manager
2 weeks ago
Gpac San Diego, United States Full timeIf you are a HVAC Service Manager that takes pride in the work you do and have a desire to be valued for your contributions to a team then we want to talk to you. · Competitive compensation · Full benefits · 401k · Paid vacation · Qualifications: · 5+ years of Commercial HVAC se ...
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Service Manager
1 week ago
Trek Bicycle San Diego, United StatesA bit about us · Trek is an awesome place to work, with amazing benefits for all employees. We build only products we love, provide incredible hospitality to our customers, and change the world by getting more people on bikes. When you're on our team, you're taken care of, encou ...
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Service Manager
4 weeks ago
Trek Bicycle San Diego, United StatesA bit about us · Trek is an awesome place to work, with amazing benefits for all employees. We build only products we love, provide incredible hospitality to our customers, and change the world by getting more people on bikes. When you're on our team, you're taken care of, enco ...
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Manager, Pediatric Developmental Services
2 weeks ago
Family Health Centers of San Diego San Diego, United States Full timeImpact Lives, Impact Community · Family Health Centers of San Diego (FHCSD) is passionate about providing exceptional health care to all, especially underserved communities with limited health care options. Founded by a Latina grandmother/community advocate over 50 years ago in B ...
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Stellar Innovations National City, United StatesExciting Opportunity for TS Managers or Senior Managers with expertise in the infrastructure sector in National City · Are you ready to take your career in Transaction Services to the next level? Change Recruitment is pleased to announce multiple openings for Transaction Services ...
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Assistant Services Manager
2 weeks ago
Ulta Salon, Cosmetics & Fragrance, Inc. San Diego, United StatesOVERVIEW · Experience a perfect blend of deliberate purpose and clear-eyed vision. At Ulta Beauty, some of the industry's most highly-esteemed beauty leaders share themselves, as well as their expertise. Building authentic community. Creating a real sense of belonging-even as the ...
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Technical Service Manager
2 weeks ago
Monro, Inc. San Diego, United StatesIf you are an experienced Automotive Technician, whod like to run the shop someday, this role is for you. The Technical Service Manager is a full-time Automotive Technician / Assistant Shop Manager, responsible for repairing and maintaining Guests Service Manager, Technical, Auto ...
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Technical Service Manager
2 weeks ago
Monro Muffler Brake & Service San Diego, United StatesCompany Description · Pay: $18.00-$24.00 per hour. Pay is based on experience. This role is eligible for additional compensation and incentives · Monro, Inc. is one of the nation's largest auto service companies and major tire retailer. We own and operate more than 1,200 stores i ...
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Manager, Social Services
4 weeks ago
Family Health Centers of San Diego, Inc. San Diego, United StatesImpact Lives, Impact Community · Family Health Centers of San Diego (FHCSD) is passionate about providing exceptional health care to all, especially underserved communities with limited health care options. Founded by a Latina grandmother/community advocate over 50 years ago in B ...
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Conference Services Manager
3 weeks ago
Noble House Hotels and Resorts San Diego, United States· Thank you for your interest in joining Kona Kai Resort & Spa on beautiful Shelter Island We are currently seeking a positive, hard-working, self-motivated individual to join our fantastic team as our Conference Services Manager. · As a Conference Services Manager you will have ...
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Manager, Social Services
2 weeks ago
Family Health Centers of San Diego, Inc. San Diego, United StatesImpact Lives, Impact Community · Family Health Centers of San Diego (FHCSD) is passionate about providing exceptional health care to all, especially underserved communities with limited health care options. Founded by a Latina grandmother/community advocate over 50 years ago in B ...
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Guest Services Manager
2 weeks ago
Evolution Parking & Guest Services San Diego, United StatesJob Description · Job DescriptionAbout Evolution Parking & Guest Services · Evolution Parking & Guest Services is America's exclusive provider of specialized valet parking and front door services exclusively for hotels and resorts nationwide. We operate and manage the parking and ...
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Guest Services Manager
4 weeks ago
EVOLUTION PARKING & GUEST SERVICES San Diego, United StatesJob Description · Job Description · About Evolution Parking & Guest Services · Evolution Parking & Guest Services is America's exclusive provider of specialized valet parking and front door services exclusively for hotels and resorts nationwide. We operate and manage the parkin ...
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Assistant Services Manager
2 weeks ago
Ulta Beauty San Diego, United StatesOVERVIEW: · Experience a perfect blend of deliberate purpose and clear-eyed vision. At Ulta Beauty, some of the industrys most highly-esteemed beauty leaders share themselves, as well as their expertise. Building authentic community. Creating a real sense of belongingeven as the ...
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Client Services Manager
2 weeks ago
Pure Financial Advisors, LLC San Diego, United StatesPure Financial Advisors, LLC is looking for a Client Services Manager (aka Operations Manager) for our San Diego, CA office. This position will work closely with and report to the Director of Client Services and will oversee several members of the Client Services team. · Pure Fin ...
Client Services Manager - San Diego, United States - Pure Financial Advisors
Description
Pure Financial Advisors, LLC is looking for a Client Services Manager (aka Operations Manager) and/or Team Lead for our San Diego, CA office.
This position will work closely with and report to the Director of Client Services and will help oversee several members of the Client Services team.
Pure Financial Advisors, LLC is a fee-only registered investment advisor (RIA) providing comprehensive retirement planning services and tax-optimized investment management services, with over 6.
This position will have a lot of interaction with Financial Advisors but will also interact with other department heads, including Investment Management and Planning to ensure client service requests are completed accurately and handled in a timely manner.
Responsibilities:
Assist with supervising client services team members and ensure that tasks (cases) are completed.
Ensure client services adheres to policies and procedures and that they are being conducted correctly and proficiently by the team.
Assess and monitor internal processes and help implement changes as needed.Ensure security, integrity, and confidentiality of data.
Act as liaison, when necessary. This may include escalation of cases or communications with Advisors and/or with custodians.
Oversee the resolution of client issues and escalations in a timely and efficient manner.
Review information and data entered into Salesforce or with the custodians.
Coordinate schedules and handle time off requests.
Prepare and present reports (e.g., department performance), as requested.
May be required to help with Client Services, as needed (e.g., to step in with workload and/or when a team member is out).
This may include fulfilling client servicing requests, such as Wire or ACH funds, document requests, or handling rollover calls and other transfer-related steps, or preparation of paperwork or agreements for Advisor meetings, when necessary.
Qualifications:
Bachelor's degree in business, finance or similar field
Prior financial services management or supervisory experience (minimum of 5 years of experience) in the financial services industry is required
Previous experience working in an RIA is preferred
Able to work independently with little or no supervision
Willing to take initiative and be proactive
Ability to multitask and prioritize fluctuating workloads
Capable of managing time and handling multiple demands and competing priorities and adjust accordingly
Strong attention-to-detail
Excellent communication skills, both written and verbal, with the ability to effectively convey information to clients or others
Proficient in Microsoft Word, Excel, and Outlook
Experienced user of Fidelity Wealthscape and/or Charles Schwab Institutional preferred
Salesforce CRM and/or eMoney financial planning software experience is a plus
Additional Details:
Benefit package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies.
This is an in-office (non-remote) position; however, this position may be able to move to a hybrid schedule at a future date.