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.
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.
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.