- Build and maintain strong relationships with clients through effective communication and proactive service.
- Serve as the main point of contact for client inquiries, addressing their needs and providing timely resolutions.
- Collaborate with internal teams to coordinate client requests and resolve issues.
- Communicate with clients regarding account updates, market trends, and relevant information.
- Address and resolve client concerns, working closely with team members to achieve prompt solutions.
- Escalate complex issues to the appropriate departments and follow up on resolutions.
- Maintain accurate client records and information in the CRM system.
- Generate reports and updates as needed for internal and client use.
- Assist in account opening and maintenance processes.
- Handle documentation and paperwork efficiently, ensuring accuracy and compliance with regulatory requirements.
- Guide new clients through the onboarding process, ensuring a smooth transition and understanding of our services.
- Conduct orientation sessions to educate clients on our platform and available resources.
- Bachelor's degree in Business, Finance, or a related field.
- 5+ years of previous experience in wealth management client services, financial services, or a related industry is preferred.
- Strong interpersonal and communication skills.
- Detail-oriented with excellent organizational abilities.
- Ability to work in a fast-paced environment and adapt to changing priorities.
- Knowledge of financial products and services is a plus.
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Service Manager
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Service Manager
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Guest Service Manager
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Automotive Service Manager
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Administrative Services Manager
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Guest Service Manager
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Administrative Service Manager
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Administrative Services Manager
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Guest Service Manager
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Client Services Manager - Virginia, United States - Caughlin & Associates
1 week ago
Description
One of the top wealth management firms in the DMV is looking to add a client services manager to their team due to growth. Founded over 40 years ago, this firm has over $8B in assets undermanagement and has been recognized year after year as one of the best financial services companies in the Mid-Atlantic.
We have helped several individuals get positions here over the past few years and are happy to talk more about the culture and opportunity for growth.
Client Relationship Management:
Communication and Coordination:
Problem Resolution:
Data Management:
Administrative Support:
Client Onboarding:
Qualifications:
