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Client Services Manager
Client Services ManagerSUMMIT FINANCIAL GROUP LLC • San Ramon, CA, US
Client Services Manager

Client Services Manager

SUMMIT FINANCIAL GROUP LLC • San Ramon, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description
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.
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Client Services Manager • San Ramon, CA, US

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