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Client Service Manager

Atlanta, GA | Full Time
Expired

Job Description

Summary

Gratus Capital is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Our mission is to provide customized, hands-on financial advice and unrivaled service that together provide exceptional value to our clients. Gratus has been named one of Forbes’ Top 250 Wealth Advisors in America each of the past seven years.

The Client Service Manager will work within a wealth advisory team playing an integral role in delivering an exceptional financial planning and advisory services experience to each client. The CSM will focus on client experience with specific attention in the areas of client onboarding, account transitions, relationship management, problem resolution, and process improvement. CSMs are expected to be key contributors to a positive workplace environment and have a strong commitment to teamwork and shared success.

Overall Responsibilities

  • Optimize the client experience and develop long-term relationships with clients.
  • Provide exceptional service to clients by processing their requests in an accurate and timely manner.
  • Deliver excellent results quickly and efficiently, utilizing effective time management skills and proactive solutioning.
  • Actively participate in client meetings and client service reviews.
  • Drive innovation through curiosity and comprehensive understanding of processes and challenges.
  • Bring energy and excitement to your role every day.

Qualifications

  • Bachelor's degree required.
  • Minimum 2 years client service experience in the financial services industry; RIA experience preferred.
  • Proficient in Microsoft Office, Salesforce CRM, Tamarac Suite, DocuSign, and custodial institution platforms preferred.
  • Knowledge of the brokerage and/or custody industry.
  • Understanding of financial planning concepts.
  • Excellent interpersonal, verbal, and written communication skills.
  • Ability to work well on teams and in fast-paced, cross-collaborative environments.
  • Confidence to think analytically and deliver solutions to complex challenges.
  • Commitment to continuous learning. Team members are expected to own their development plan and acquire additional skills that ensure continued growth and effective contributions to the organization.
  • Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.

Skills for Client Service Manager

The job skills required for Client Service Manager include client service, Onboarding, Microsoft Office, Written Communication, Time Management,and Financial services etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Manager. Select any job title you are interested in and start to search job requirements.

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Career Path for Client Service Manager

The following is the career advancement route for Client Service Manager positions, which can be used as a reference in future career path planning. As a Client Service 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 Service Manager. You can explore the career advancement for a Client Service Manager below and select your interested title to get hiring information.

How to Become a Client Service Manager

If you are interested in becoming a Client Service 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 Service Manager for your reference.

Step 1 Understand the job description and responsibilities of a Client Service Manager

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Step 2 Knowing the best tips for becoming a Client Service Manager can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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Step 3 View the best colleges and universities for Client Service Manager

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