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About the Role
The Client Service Manager role requires a candidate with at least five years of experience in the financial industry, specifically working with high-net-worth individuals and families. The ideal candidate will possess an advanced understanding of industry regulations and compliance, with the ability to thrive in a dynamic global market and exercise discretion and independent judgment daily.
Responsibilities
- Hire, train, manage and lead a highly effective Client Service Team to ensure an exceptional client experience is consistently delivered to both internal and external clients.
- Develop and implement new career path roles and opportunities within Client Service.
- Partner with Wealth Managers to understand their business and pipeline in order to help optimize best practices and implement appropriate support models.
- Identify, escalate and provide solutions to mitigate and manage enterprise risk, improve operating efficiencies and harmonize workflows and expectations across the firm.
- Assist with the onboarding and integration of new Advisor Teams.
- Handle day to day questions and manage the escalation of “sensitive and timely” issues (client complaints, fraud, KYC red flags).
- Perform duties and responsibilities as required.
Requirements
- 5+ years of related experience
- BS/BA degree in Business, Finance or related field or equivalent experience
- Series 7/66 Licenses required
- Series 9/10 or 24 highly preferred (must obtain within 90 days of employment)
- Excellent communication and interpersonal skills
- Strong presentation skills
- Proven self-starter with the ability to think and work autonomously
- Ability to work with a sense of ambiguity
- Ability to collaborate with internal partners
- Excellent written and verbal skills with careful attention to detail
- Proficient in Microsoft office applications with an intermediate to expert skill level in Excel and PowerPoint
- Experience with platform implementation preferred
- Project management experience preferred
- Any offer of employment is conditioned upon the candidate successfully passing a background check.
Skills
- Microsoft office applications
- Excel
- PowerPoint
Work Type
- 40 hours per week
- Monday – Friday
Experience Level
- 5+ years of related experience
Education Level
- BS/BA degree in Business, Finance or related field or equivalent experience
Salary/Compensations
- $112,000 - $168,000 per year
- opportunity to earn an annual discretionary bonus
Benefits
- Comprehensive medical, dental and vision coverage
- Retirement benefits
- Maternity/paternity leave
- Flexible work arrangements
- Education reimbursement
- Wellness programs
About the Company
- Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
- At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
- Employment decisions are based solely on merit, qualifications, performance and capability.
Equal Opportunity
- Equal Employment and Opportunity Employer