Client Services Manager (Hybrid)

Boston Trust Walden Company Overview Boston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $15 billion in client assets. Boston Trust Walden distinguishes itself in several key ways, including: stable, diversified business model serving a variety of client types. compelling investment philosophy and excellent track record. longstanding leadership in ESG impact investing; and corporate culture grounded in shared values, as signified by the company's tagline, Principled Investing. Located in the heart of Boston at One Beacon Street, Boston Trust Walden employs fewer than 100 individuals. Boston Trust Walden's structure as an independent, employee-owned firm enables the firm to make business decisions that align with clients and employees for long-term success. The firm's structure and size help cultivate a collegial work environment where employees have ownership of their work, contribute to positive client outcomes, and are rewarded for their efforts. One of Boston Trust Walden's strategic priorities is to foster a positive workplace; this includes a commitment to diversity, equity, and inclusion. The firm believes this commitment is not only the right thing to do, but also a matter of good governance and a critical component of long-term business success. When DEI values are infused into the workplace environment, the company and its employees benefit. The firm is committed to taking meaningful steps to advance racial, ethnic, and gender equity in its workplace through retention, education, and recruitment initiatives. Boston Trust Walden Company is an Equal Opportunity Employer. Boston Trust Walden is committed to supporting equal employment opportunity and to promoting a workplace free of discrimination with regard to race, color, religious creed, national origin, genetic information, ancestry, sex, age, sexual orientation, gender identity, gender expression, physical or mental disability, parental status, marital status, veteran/US military status, pregnancy, citizenship status, or other legally protected status. The firm will make reasonable accommodations in the application process if requested by new job applicants. Position: Client Service Manager Job Summary The focus of the Client Service Manager is to provide exceptional client service to Boston Trust Walden's Wealth & Investment Management clients. In this role, you will be a key member of the client service team working alongside portfolio managers and administrators as the relationship management team for these high-net-worth and institutional clients. This role may also entail people management responsibilities, with oversight of client service administrators and associates. Strategic and day-to-day responsibilities involve regular interaction and collaboration with other departments. Key responsibilities include but are not limited to: Key Responsibilities Manage the needs of clients ensuring accuracy of transactions, efficiency and high satisfaction Work with portfolio managers to identify and maintain service level requirements for each unique relationship Oversee or manage client service administrators and/or associates, including performance evaluation, training and development goal setting Coach, support and collaborate with team members to help meet departmental and firm goals Serve as the retirement account subject matter expert for clients and colleagues Analyze current processes and procedures, providing suggestions and using technical skills to add efficiencies and improve the client experience Collaborate with other departments regularly to ensure business objectives are being met Coordinate the client onboarding process Ad hoc projects in support of the firm's strategic objectives Qualifications Length/Tenure: Minimum of 15 years of client service experience in the investment management or other financial services industry Retirement Account expertise -strong working knowledge of IRAs and ERISA regulations Proven experience in a leadership role Familiarity with financial planning concepts Experience with Salesforce or similar CRM application preferred BS/BA or higher Desired Skills and Attributes: Superior verbal and written communication skills Superior organizational and time management skills Strong client service orientation Ability to thrive in a team environment Project Management skills CFP, CTFA, CISP designations a plus This is a full-time position based in Boston, MA. Boston Trust Walden is currently operating in a hybrid manner with a mix of in-office and remote work. Specifics are dependent upon the team and should be discussed with the hiring manager.

Created: 2024-11-02