The Manager of Client Services will be responsible for leading a Client Service team to provide a white glove service model to financial advisors and clients.

Responsibilities include:

• Develop and manage a Client Service Team
• Implement scalable and efficient workflows with compliant industry standard policies and procedures
• Onboard newly acquired partners
• Manage custodian relationship and account opening/maintenance transactions/NIGO's
• First point of contact for Client interaction and problem resolution
• Manage data and integrity of CRM database

Qualifications:

• Four year college degree (Bachelor's degree in Finance, Business or Economics)
• 5-10 years of leadership experience in the RIA space of financial services
• 3+ years of managerial experience
• Series 65 license (required or achieved <1yr)
• Experience with Salesforce, eMoney, Wealthscape, Orion