Investments Client Services Manager

Key Responsibilities 

• Lead, mentor, and develop a team of high performing support associates who assist financial advisors and clients. 
• Implement and oversee client engagement strategies to ensure high levels of client satisfaction and loyalty.
• Develop and execute professional development plans for associates, focusing on skill enhancement and career progression.
• Collaborate with financial advisors and senior management to identify and support business growth opportunities.
• Manage team to achieve pre-defined quarterly scorecard metrics.
• Ensure compliance with regulatory requirements and company policies, implementing best practices for client interactions and service standards.
• Plan and execute initiatives and projects that continuously improve upon internal processes to anticipate and meet changing client needs.
• Assist with event management, social media strategy and website management in support of the overall marketing strategy.
• Leverage new and current software, workflows, CRM, etc. to enhance the client experience.
• Research, resolve and communicate operational issues and potential problems to leaders and/or other business units.
• Continuously monitor metrics and leverage client feedback to drive continuous improvement of service practices.

• Minimum of 5 years of experience in investment services
• Minimum of 3 years of experience successfully managing a team of people or serving as a team lead
• Proven ability to design, implement and monitor business processes for maximum efficiency and production
• Proven people leadership and development skills, adept at providing frequent and valuable performance feedback to develop and build employees
• Expert knowledge of investment services process, policies, applications and systems
• Working knowledge of Microsoft Office Suite
• Minimum Education: Bachelor’s degree or equivalent relevant experience required

• Traditional medical, dental, and vision coverage
• 401K matching up to 5% per pay period
• Accrue up to 17 days of Paid Time Off your first year of employment
• 11 paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)