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Client Services Manager - Meals on Wheels Rockingham County, NH | Full-Time | Nonprofit Mission-Driven Role Help seniors remain independent in their homes while ensuring critical services run ...

Our Client Service Manager will manage and develop all client services for Senior Helpers of Seattle within the franchise territory including converting leads, retention of clients, and managing the ...

Client Services Manager Location: Hybrid (New York City + WFH) Reports To: Senior Client Services Manager Job Type: Permanent Who we are: Azerion is a global digital entertainment and media platform ...

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Client Services Manager - Meals on Wheels Rockingham County, NH | Full-Time | Nonprofit Mission-Driven Role Help seniors remain independent in their homes while ensuring critical services run ...

Join GardaWorld as a Security Client Services Manager - Where Service Excellence Meets Impact. As a Security Client Services Manager, you'll be the trusted link between our clients and our ...

Join GardaWorld as a Security Client Services Manager - Where Service Excellence Meets Impact! As a Security Client Services Manager, you'll be the trusted link between our clients and our ...

Join GardaWorld as a Security Client Services Manager - Where Service Excellence Meets Impact! As a Security Client Services Manager, you'll be the trusted link between our clients and our ...

Join GardaWorld as a Security Client Services Manager - Where Service Excellence Meets Impact! As a Security Client Services Manager, you'll be the trusted link between our clients and our ...

Join GardaWorld as a Security Client Services Manager - Where Service Excellence Meets Impact. As a Security Client Services Manager, you'll be the trusted link between our clients and our ...

Join GardaWorld as a Security Client Services Manager - Where Service Excellence Meets Impact. As a Security Client Services Manager, you'll be the trusted link between our clients and our ...

We are looking for a skilled and proactive Client Services Manager to serve as the key point of contact for assigned client accounts. This role is responsible for ensuring exceptional service ...

Showing results 21-40

$150K/yr

Full-time

Re-posted 23 days ago


Job description

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 https://www.mitchellmartin.com/privacy-policy  
Benefits:
Learn more about our benefits offerings here https://www.mitchellmartin.com/careers/benefits-perks  
Onboarding Expectations:
Learn more about our Onboarding Process here https://youtu.be/rjV_NFYjyY4  
EEO Statement:
Learn more about our EEO policy here https://www.mitchellmartin.com/eoe-statement