What are the responsibilities and job description for the Operations Client Service Manager position at RIA Recruiting?
Nardis Advisors is a growing, independent financial advisory firm based in NY seeking a Permanently Remote Operations / Client Service Manager to join our team. As a small, entrepreneurial firm, we offer a dynamic and collaborative work environment where your contributions will have a big impact in a short period of time.
We are dedicated to providing exceptional service and guidance to our clients as they navigate their financial futures. This role is critical to supporting our clients and ensuring the smooth operation of our daily business functions. Learn more about the firm at nardisadvisors.com.
This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is open to candidates in Eastern and Central time zones.
Salary & Benefits:
- The starting salary range for this position will be $70K-$90K with opportunity for growth
- Health insurance stipend
Responsibilities:
- Manage daily client service requests
- Oversee and execute client onboarding
- Manage CRM workflows and tasks, ensuring that all client touch points are made
- Develop and fine-tune processes and workflows
- Participate in weekly meetings with the intent that you will lead these meetings and track outstanding items after getting up to speed
- Project management and execution
- Resolve issues practically and proactively
- Participate in strategy meetings and help execute on goals of the firm
- NO new business development / sales
Requirements:
- Strong interpersonal skills, with the ability to work well with and manage others
- Desire to grow with the firm in this role to manage operations
- Excellent verbal and written communication skills
- Organized and detail-oriented
- Good problem solving and time management skills
- Ability to prioritize and confidence to manage projects as well as individually assigned tasks
Qualified candidates will start the process by having a 15–30-minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.
Salary : $70,000 - $90,000