Linscomb Wealth - Client Service Associate Manager

DescriptionSummary: Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments.Client ResponsibilitiesWorks with clients to open and/or service portfolio accounts per request of Wealth AdvisorAttend meetings with clients as neededTeam ResponsibilitiesDevelop and refine practice standards for the area of Client Service, working with the team to create and define policies, procedures and best practicesWork closely with our third-party custodial service teams to ensure engagement and service standards remain highly effective and efficientDesign Client Service team career path, working to train and recruit team members to ensure the team has a strong veteran presence, depth, succession and sufficient back-upProvide routine updates during Advisor Team Meetings and firm staff meetings on matters related to Client ServiceWork to ensure there is strong communication between Client Service and all other departments, particularly, Operations and Wealth AdvisoryComplete performance reviews and work with Client Service team members on personal development, training, goals, etc.Develop a system of quality controls and review for Client Service, particularly for the onboarding and new accounts processWork closely with internal teams to continue ongoing digital transformationFirm ResponsibilitiesUnderstand and support the firm’s vision, mission, and strategyIdentify department goals, priorities and timelines, working in conjunction with firm goals and long-run, strategic planEnsure a strong team culture, high degree of communication, collegiality, excellent service and executionStays apprised of LW firm policies, CS team practice standards, financial markets, and other related developments that impact LW and its clientsComply with all the firm’s HR and Compliance policiesDegrees and DesignationsBachelor’s degree (B.A. or B.S.) from a four‐year college or university, prefer ably with a degree in business, finance or a related fieldNo certificates or licenses requiredExperience Requirement10+ years of experience in the area of Client ServicePrior leadership/management experience preferrablePrior experience with Fidelity, Schwab custodial platformsProficient with Microsoft 365 (Word, Excel, Outlook, PowerPoint)Experience with CRM and Portfolio Accounting System, and Document Management software is a plusSkills RequiredSuperior organizational and time management skills and ability to multitask under pressureStrong attention to detail, accurate compilation of information, while adhering to internal deadlinesExcellent interpersonal communication skills, both verbal and writtenProactive, strong work ethic and stable work historyProfessional appearance and demeanorAbility to work well in a team environmentHigh attention to detail and timely follow-throughSupervisory Responsibilities:Manages the Client Service TeamIs responsible for the overall direction, coordination, and evaluation of these employeesCarries out supervisory responsibilities in accordance with the organization's policies and applicable lawsResponsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problemsExempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)YesWorkplace Type:OfficeOur Approach to Office Workplace TypeCertain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.Huntington is an Equal Opportunity Employer.Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.SummaryLocation: Houston, TXType: Full time