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Client Services Manager
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$90k-116k (estimate)
Full Time Just Posted
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GemHarvest Executive Recruiting is Hiring a Client Services Manager Near Arlington, VA

Client Service Manager - Hybrid (3 days in office, 2 days remote)

4 Billion AUM Independent RIA

Arlington,VA

Overview

Established and growing 4B Independent Wealth Management RIA seeks a Client Service Manager to manage the Client Service Team, and be responsible for the administrative and Client Service needs for high-net worth clientele.

The Firm offers comprehensive family office services, deeply personalized wealth management, investment advisory, planning and other services for high-net-worth and ultra high net worth clientele.

Highlights

  • Serve as a primary team lead for client onboarding, investment implementation, and private wealth services
  • Provide excellent client experience for ultra-high net worth clients
  • Participate in the growth of a fast growing, independent RIA by leading a team, servicing client needs, and maintaining and building key relationships
  • Competitive compensation package including significant base salary, benefits, and bonuses

Requirements

  • 5 years Client Services experience working with HNW and UHNW clients
  • Team management experience
  • Bachelor’s degree or equivalent industry experience
  • Track record of superior client services skills, attention to detail, and time management

Job Summary

JOB TYPE

Full Time

SALARY

$90k-116k (estimate)

POST DATE

04/30/2024

EXPIRATION DATE

05/13/2024

Show more

The following is the career advancement route for Client Services Manager positions, which can be used as a reference in future career path planning. As a Client Services Manager, it can be promoted into senior positions as a Customer Service Senior Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Manager. You can explore the career advancement for a Client Services Manager below and select your interested title to get hiring information.

If you are interested in becoming a Client Services Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Services Manager job description and responsibilities

Client services managers are generally responsible for overseeing the activities of client service staff to ensure the needs of customers are met and their problems resolved.

02/16/2022: Shreveport, LA

They also ensure unsatisfied clients are compensated with free services, products, or discounts.

02/28/2022: Tucson, AZ

Client service managers oversee the hiring, orienting, and training of staff for the department.

01/16/2022: Yakima, WA

Their work description also entails supervising and directing the activities of client service employees to ensure they comply with acceptable standards and achieve set objectives.

01/18/2022: Colorado Springs, CO

They develop policies and regulations necessary for ensuring client satisfaction.

03/08/2022: Poughkeepsie, NY

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Services Manager jobs

Should be excellent communicators capable of leading a team.

02/21/2022: Utica, NY

Client services manager often consult customer surveys and other types of research to gauge the overall level of client satisfaction and address areas of concern.

02/12/2022: York, PA

As service manager you must be good as overseeing a team of customer service Associate's and ensure they are providing an exceptional client experience.

02/02/2022: Canton, OH

Mastermind creative ways to deliver an exceptional client experience.

02/15/2022: Portland, ME

Candidates should ensure they have all related education, experiences and skills necessary to the client services manager position they are applying for.

02/25/2022: New Haven, CT

Step 3: View the best colleges and universities for Client Services Manager.

Butler University
Carroll College
Cooper Union
High Point University
Princeton University
Providence College