What are the responsibilities and job description for the Client Services Manager position at Chapel Hill Solutions?
Client Services Manager
Chapel Hill, NC
We are currently seeking a talented and dedicated Client Services Manager for a great opportunity in Chapel Hill, NC. The ideal candidate will possess 7 years of experience in a client service role within wealth management or a Registered Investment Advisor (RIA).
About Our Client:
Hamilton Point Investment Advisors is a boutique Registered Investment Advisor specializing in providing sophisticated investment strategies and financial advice to high-net-worth families and nonprofit organizations. We pride ourselves on offering a highly personalized, meticulous service experience that fosters long-lasting client relationships.
Rewards of the Client Services Manager
- A collaborative, supportive team culture where everyone’s contributions are valued.
- Opportunities for professional growth in a dynamic and evolving industry.
- A balanced work-life environment, with reasonable hours and a focus on well-being.
- Health Insurance
- Paid Time Off
- Paid Holidays
- 401(k)
- Flexible Spending Account
- Performance-based incentives
- Group Long-Term Disability Insurance
- Continuing Education and Tuition Assistance
Responsibilities of the Client Services Manager
- CLIENT RELATIONS: Acts as a primary liaison for high-net-worth clients, investment professionals, and other members of the operations team to provide clients with a personalized, high-touch service experience.
- Coordinates, prepares, mails, and processes client onboarding documents and returned documents from clients, including agreements, transfer paperwork, account maintenance requests, communications, etc. with professionalism and accuracy. Assists in the preparation of client meeting materials, performance reporting, management fee calculation, and the preparation and mailing of quarterly reporting packages.
- ACCOUNT MAINTENANCE: Acts as primary liaison with our custodians and class action recovery claims litigation vendor. Verifies that service requests on behalf of our clients are properly and timely executed. Handles account maintenance tasks such as transfers of assets, cashiering, RMD processing, changes of address, and other account-related tasks.
- OFFICE ADMINISTRATION: Responsible for opening and closing the Chapel Hill office for daily operations. Effectively manages phone calls and emails from clients, CRM action items, and other tasks as assigned. Creates and maintains client files utilizing internal systems, including DocuSign, Wealthbox CRM, and Addepar reporting databases. Acts as a “Super User” for DocuSign and Wealthbox CRM platforms. Maintains internal reports and documentation for team meetings. Assists with projects related to client service or internal business operations as requested. Handles client and vendor escalations with care, resolving issues efficiently and minimizing client inconvenience.
Requirements of the Client Services Manager
- 5 years of experience in a client service role within wealth management, finance, or banking is required.
- Bachelor's Degree is required.
- Registered Investment Advisor (RIA) is preferred.
- A polished demeanor, high emotional intelligence, and the ability to represent the firm confidently and competently.
- Strong understanding of investment management vocabulary, financial products, and client-service best practices.
- Proficiency with CRM platforms, DocuSign, and portfolio management systems (e.g., Addepar) is a plus.
- Strong operational background.
Click here to apply online