You haven't searched anything yet.
Client Services Manager – Riverview Wealth Partners
Wexford, PA
Riverview Wealth Partners is a team of independent financial advocates focused on helping our clients reach their financial goals. Our advisors work with an exclusive number of high-value clientele including individuals, families, executives, and business owners, as well as several institutional clients. We are a fee-only firm that is intricately involved in every aspect of our clients’ lives.
We have an opening for a Part-Time Client Services Manager which will be focused on enhancing relationships with our high-net-worth clients. This role is a key part of our team serving as the true connection between our clients and advisors. Day-to-day responsibilities include all administrative and operational tasks necessary to provide an exceptional client experience. We are searching for someone with a positive, upbeat attitude who is a strong team player and who understands the importance of an impeccable level of service. This person must also demonstrate a genuine understanding of the importance that both new and existing client relationships have on the long-term success of the organization.
This is a flexible Hybrid Remote position, with a part-timeschedule of 4-5 hours a day Monday- Friday.
Paid Time Off will be provided, and Paid Holidays will be offered.
Compensation will be based on the individual’s experience but is expected to be above market for a part-time position.
The Day-to-Day:
• Prepare new account and service paperwork efficiently and effectively to completion
• Provide exceptional client service both in person and over the phone to facilitate and resolve client service requests
• Fulfill routine client service requests, resolve inquiries and escalate cases when appropriate
• Contribute to the development and execution of client service standards resulting in client retention and satisfaction
• Perform office operations including printing and binding presentations, answering phones, greeting clients and screening calls
• Own the process of sending client birthday cards, holiday cards and gifts
• Become a CRM expert (Redtail) and utilize the program to keep track of all prospects and clients.
• Manage projects, vendors, partners, team players, etc., as needed.
Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor; DBA Riverview Wealth Management
The Skills You Bring:
Requirements:
Part Time
Investment Management
$66k-86k (estimate)
04/21/2024
06/19/2024
stratoswealthpartners.com
CAMAS, WA
50 - 100
2008
Private
TED ERICKSON
$10M - $50M
Investment Management
SWP provides financial advisory services for individuals and businesses.
The job skills required for Part-Time Client Services Manager include Customer Service, Client Service, Presentation, Time Management, Integrity, CRM, etc. Having related job skills and expertise will give you an advantage when applying to be a Part-Time Client Services Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Part-Time Client Services Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Part-Time Client Services Manager positions, which can be used as a reference in future career path planning. As a Part-Time Client Services Manager, it can be promoted into senior positions as a Customer Service Senior Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Part-Time Client Services Manager. You can explore the career advancement for a Part-Time Client Services Manager below and select your interested title to get hiring information.
If you are interested in becoming a Client Services 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 Services Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Manager job description and responsibilities
Client services managers are generally responsible for overseeing the activities of client service staff to ensure the needs of customers are met and their problems resolved.
02/16/2022: Shreveport, LA
They also ensure unsatisfied clients are compensated with free services, products, or discounts.
02/28/2022: Tucson, AZ
Client service managers oversee the hiring, orienting, and training of staff for the department.
01/16/2022: Yakima, WA
Their work description also entails supervising and directing the activities of client service employees to ensure they comply with acceptable standards and achieve set objectives.
01/18/2022: Colorado Springs, CO
They develop policies and regulations necessary for ensuring client satisfaction.
03/08/2022: Poughkeepsie, NY
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Manager jobs
Should be excellent communicators capable of leading a team.
02/21/2022: Utica, NY
Client services manager often consult customer surveys and other types of research to gauge the overall level of client satisfaction and address areas of concern.
02/12/2022: York, PA
As service manager you must be good as overseeing a team of customer service Associate's and ensure they are providing an exceptional client experience.
02/02/2022: Canton, OH
Mastermind creative ways to deliver an exceptional client experience.
02/15/2022: Portland, ME
Candidates should ensure they have all related education, experiences and skills necessary to the client services manager position they are applying for.
02/25/2022: New Haven, CT
Step 3: View the best colleges and universities for Client Services Manager.