What are the responsibilities and job description for the Client Service Manager position at IDA Wealth?
IDA is a full-time fiduciary, process-driven, independent wealth management firm focused on delivering tailored financial solutions to high net worth individuals, families, and businesses. We believe our clients deserve the absolute highest level of service along with insightful, unbiased advice free from conflicts of interest, with access to the broadest possible choice of investment and planning opportunities from which to thrive. As an independent firm with a truly open platform, we can search the globe for the best financial solutions for our clients.
Position: Client Service Manager (in person, full time)
Responsibilities:
· Support an Adviser Team of 5 that includes IDA's Founder & CEO
· Handle client service requests, including moving money and onboarding new clients
· Prepare for and follow up on client meetings
· Manage client communications, ensuring timely and accurate responses
· Oversee meeting preparation and follow-up, ensuring all client interactions are smooth and professional
· Maintain detailed and accurate records, and ensure compliance with industry regulations
· Work onsite, 5 days per week in the office, setting an example for the team with a strong leadership presence
Requirements:
· 5 years of experience at an RIA or large firm (e.g., Merrill Lynch, Morgan Stanley)
· Extensive Experience working with ultra-high-net-worth clients ($5 million )
· Series 65 or 66 or CFP certification are a plus
· Bachelor’s degree required
· Proficiency with RedTail, Schwab & Fidelity, Orion, Microsoft Suite, and RingCentral are preferred
· Exceptional interpersonal and communication skills
· Strong problem-solving and analytical abilities
· High level of attention to detail and organizational skills
· Ability to thrive in a fast-paced and dynamic environment