Director of Client Services - New York
1 day ago
Job description
Director of Client ServicesNew York, NY
A premier, high growth Multi-Family Office is seeking a Director, Client Services, to own and execute core client service operations and support during a period of continued growth.
The firm is looking for a seasoned Client Services Leader to manage the department and provide strategic direction and leadership for day-to-day client servicing initiatives, process optimization and integration efforts, and employee development.
This is a highly visible cross functional role which will require collaboration with both internal and external stakeholders with a keen focus on process improvement, developing an infrastructure for scalable growth, and employee development.
This role reports directly to the Chief Operating Officer.Requirements:
Bachelor's Degree Required.
Minimum of 10 years' experience in financial services – wealth management
Minimum of 5 years management experience with a focus on employee development.
Strong Project Management skills.
Excellent communication skills, written and verbal, with internal and external stakeholders are essential to this role.
Rewards:
Rapidly growing and well-established organization.
High visibility to Executive Leadership with opportunities to expand the position and continued professional development.
Competitive base, bonus, and compensation structure with excellent benefits.
Responsibilities:
Provide strategic oversight and guidance for all Client Service Workflows.
Manage escalated issues and action appropriate responses.
Serve as process owner for money movements and billing ensuring accuracy and timeliness.
Lead projects to improve internal process efficiencies leveraging technology and optimizing team strengths.
Serve as a subject-matter-expert for all M&A integration support to ensure seamless transition for clients and associates.
Actively manage team's workloads and capacity.
Develop direct and indirect reports through recruiting, mentoring/coaching, and continued education while ensuring workforce planning is in place.
Similar jobs
Investment Advisory Firm in Midtown Manhattan seeks Client Services & Operations Analyst to work with clients on operational needs. · ...
1 month ago
We are looking to add a Client Services & Operations Coordinator to join our growing team.This is an exciting opportunity for the right candidate to join an elite provider in the fastest-growing sector of CRE. · ...
1 month ago
This is a rare opportunity to join an award-winning global law firm in a highly visible Client Service & Legal Project Manager role. · ...
2 weeks ago
We are looking to add a Client Services & Operations Coordinator to join our growing team. This is an exciting opportunity for the right candidate to join an elite provider in the fastest-growing sector of CRE. · Customer service driven; treat clients and guests with the utmost c ...
1 month ago
This is a rare opportunity to join an award-winning global law firm in a highly visible Client Service & Legal Project Manager role that sits at the center of client experience and firm strategy. · You'll partner directly with clients, attorneys, and internal teams to lead comple ...
2 weeks ago
Key Responsibilities: · • Welcome and assist clients and visitors at the reception area, ensuring a positive and professional first impression. · • Manage access control for building entry, including visitor check-in and badge issuance. · • Answer and direct incoming phone calls ...
2 days ago
We are seeking a Client Services & Technical Delivery Manager to lead hands-on technical delivery, client services, and professional services engagements. · ...
4 weeks ago
We are seeking a talented Associate to join the North America Client Platform team within Americas Client Service. About Us · JPMorganChase, one of the oldest financial institutions offers innovative financial solutions to millions of consumers small businesses and many of the wo ...
1 month ago
We are seeking a talented Associate to join the North America Client Platform team within Americas Client Service. As an Associate on this team, you will assist on projects to streamline business processes, strengthen the controls environment and manage business initiatives for t ...
1 week ago
We are looking for a Full-Time Client Services Advisor to join our growing Client Services team in our New York Head Office. Ensure that clients anywhere in the world have access to a consistent and excellent Zimmermann experience, which they return to. · To provide exceptional c ...
1 month ago
This is a unique client-facing role with a defined path to becoming a Wealth Advisor. · ...
1 month ago
The Client Services Manager will work with and provide support to the team's Relationship Managers and Portfolio Managers. The position requires multi-tasking skills and the ability to manage time effectively. · Assist Relationship Managers with the new account opening process th ...
1 month ago
The Investment Management firm based in Manhattan is seeking a Client Services Associate to join their Client Services department.The Client Services Associate will serve as the main client contact for all operational and administrative matters involving the account. · ...
1 month ago
Tabush Group is seeking an experienced and dynamic leader to oversee our Client Services Team and ensure exceptional service delivery across our client base. · ...
3 weeks ago
Bonhams is a global auction house seeking a Head of Client Services to lead its US team and collaborate with supervisors in New York, California, and Massachusetts. · Key responsibilities include providing leadership, centralizing processes, developing training needs, ensuring ex ...
1 month ago
Kforce has a client that is seeking a Client Service Analyst in New York. · We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, and life insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible f ...
1 month ago
The Registered Client Service Associate helps shape the future of service by modernizing the client experience through an elevated standard of care. They assist with developing and growing business through engaging clients with firm services. · Cultivate new client relationships. ...
2 weeks ago
A leading financial technology firm is seeking a Client Services Specialist to join its Americas team in New York. · ...
1 month ago
We are searching for a Client Service Associate to serve as a vital member of the team delivering superior client service externally to clients and third parties. The right candidate is collaborative organized and focused on upholding BBR's exceptional standards of service and ho ...
1 month ago
SLT is looking for people who are motivated, welcoming, and passionate about fitness to join our **BRAND NEW W89 ST STUDIO Do you love fitness, community and results? · ...
1 month ago