65 Director of Client Service Jobs in Atlanta, GA
Modera Wealth Management is Hiring a Remote Director of Client Service
We are seeking individuals who embody Modera’s core values:
- Confident Humility – a quintessential team player, willing to do whatever it takes to get a job done, with pragmatic optimism
- Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
- Trusted Relationships – Supportive and authentic with mutual respect for colleagues
In addition, the ideal candidate:
- Shares our commitment to diversity and an inclusive working environment
- Is extremely organized with excellent attention to detail
- Is capable of prioritizing and managing multiple tasks concurrently
- Thrives in an environment focused on creative problem solving
- Is an engaging and charismatic communicator
- Has a passion for excellent service
- Is a self-starter
Job responsibilities include but are not limited to:
- Provide strategy and oversight for client service department.
- Implement programs to carry out the firm’s strategic plan as it relates to the client service department.
- Directly supervise up to 8 client service managers and leads ensuring day-to-day client service functions are being carried out.
- Conduct annual compensation reviews for client service employees.
- Work closely with HR and Client Service Managers on client service employee relation issues and, as appropriate, take lead on related communications and coaching with client service employees.
- Work with HR to develop a client service career path to encourage growth and leadership development among client service staff.
- Develop client service training program, ensuring proper training of new client service employees.
- Hold monthly client service meetings to provide information, training, and resources sharing.
- Ensure proper policies and procedures are developed, documented, updated, and accessible to all client service employees.
- Ensure consistent, standardized processes for all client services professionals by maintaining the Client Service Handbook that details processes and team workflows.
- Act as a liaison between client service and other internal teams (i.e., Wealth Management Team, IT Team, Portfolio Management Team).
- Assist in the integration of client service team during Mergers/Acquisitions.
- Facilitate implementation of new software as needed.
- Bachelor’s Degree.
- 8 years in client service or operations level.
- Client Service experience at an independent SEC registered RIA.
- Demonstrated ability to effectively lead and manage employees.
- Highly proficient in computer software, including Microsoft Office.
- Proven analytical and problem-solving skills.
- Detail-oriented with demand for a high degree of accuracy.
- Superb communication skills.
- Solid strategic thinker, problem solver and decision maker.
- Demonstrated ability to drive execution and results.
- Team player, able to work well with all levels of the firm.
- Strong sense of professionalism and discretion.
- Adaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods to meet firm needs.
What we offer:
- Competitive salary commensurate with experience
- Performance-based bonus
- Safe Harbor 401(k) plan
- Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
- Paid vacation
- Opportunities for professional growth and continuing education
- Partial remote work
Job Summary
Full Time
Business Services
$150k-196k (estimate)
03/22/2024
05/20/2024
ModeraWealth.com
WESTWOOD, NJ
25 - 50
1983
Private
THOMAS ORECCHIO
$10M - $50M
Business Services
Related Companies
About Modera Wealth Management
Modera Wealth Management offers financial planning, wealth management and advisory services for individuals, families, trusts and institutions.
The job skills required for Director of Client Service include Coaching, Problem Solving, etc. Having related job skills and expertise will give you an advantage when applying to be a Director of Client Service. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Director of Client Service. Select any job title you are interested in and start to search job requirements.
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