Client Services Manager

Description Client Service Team Leadership Supervise Client Services Coordinators and the Front Desk Administrator, overseeing schedules, providing backup, and ensuring adherence to service standards. Establish and manage team goals, track progress, and celebrate achievements. Design and update processes/workflows to maximize team effectiveness. Assist in hiring and lead training of new team members, and provide ongoing training and development support. Design collaborative activities that break down silos and encourage bonding. (Think escape rooms, scavenger hunts, or volunteer outings.) Client Services Act as the quarterback for onboarding new advisors by working with the advisor, broker/dealer and service team for seamless book of business transitions. Remain main support person for the practice until well established on our platform. Manage book of business transfers, re-codes, and other client account-related changes for existing business. Handle escalated client service issues with tact and professionalism. Create, revise, and manage CRM workflows to optimize client interactions. Operations and Compliance Partner with the compliance team to implement and monitor compliance initiatives. Maintain the integrity of the CRM and RJ Box systems, ensuring data accuracy and security. Generate departmental reports for data integrity, CRM usage, new business, and other key metrics. Additional Responsibilities Work collaboratively with other departments to ensure alignment and efficiency. Maintain a positive and professional demeanor in all interactions. Requirements Minimum 3-5 years of experience in a client services or operations role in a financial services environment. Proven track record of success in team leadership and supervision. Excellent organizational, communication, and time management skills. Strong analytical and problem-solving abilities. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems. Familiarity with compliance regulations in the financial services industry (preferred). Bachelor's degree in a relevant field (e.g., business administration, finance) or equivalent experience. #J-18808-Ljbffr