Client Services Manager

$150k

Mitchell Martin

Title: Client Services Manager

Location: McLean,VA
Employment Type: Full Time

Compensation:
Pay Range:$150,000 Per Year

Description
Join our team in McLean, VA as a full-time leader in client services.
This role involves managing service delivery, enhancing client experiences, and ensuring operational efficiency.
Experience in wealth management and proficiency in generic CRM and financial platforms are essential.

Key Responsibilities
Oversee and manage service delivery for financial advisors and clients with a team.
Ensure compliance and maintain an audit-ready state of client services documentation.
Facilitate training and development of employees and interns on client services functions.
Identify and implement process improvements to maximize productivity.
Lead, mentor, and supervise a team, including conducting performance reviews.

Qualifications
Bachelor's degree in Business, Financial Planning, or a related field.
5-10 years of experience in the wealth management or financial planning sector.
Client-focused with strong communication and relationship-building skills.
Strong leadership and talent development capabilities.
Proficiency with generic office software and financial platforms.

Core Technologies
Microsoft Office Suite | Salesforce | Generic Financial Platforms

Contact Authorization:
By applying for this job, you agree to receive AI-generated calls, text messages, and/or emails from Mitchell Martin Inc and its affiliates and contracted partners at various frequency through traditional and automated methods. Message and data rates may apply for texts. Carriers are not liable for delayed or undelivered messages. You can access our privacy policy here

Benefits:
Learn more about our benefits offerings here

Onboarding Expectations:
Learn more about our Onboarding Process here

EEO Statement:
Learn more about our EEO policy here

Apply

Vacancy posted 9 hours ago

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