Client Service Manager

A premier financial services firm is seeking a Client Service Manager to join their team at their team onsite in Carlsbad, CA! This role offers the unique opportunity to work closely with the company's founder, providing dedicated support to high-net-worth clients in a dynamic and high-energy setting. They are looking for seasoned candidates who are polished, confident, and genuine, with exceptional relationship-building skills and a strong work ethic. Candidates must have at least 2-3 years of experience as a CSA with experience at an RIA or large firm and the ability to keep up with the demands of the role. If you have extensive experience in financial services, particularly with high-net-worth clients, and thrive in a dynamic and challenging environment, this is your chance to shine at a fast-moving and lively company that prioritizes quality of life and a healthy work-life balance. Salary Range: $80,000 - $100,000 / year DOE Client Service Manager Requirements: 2-3+ years experience as CSA Experience at an RIA or large firm Experience working with ultra-high-net-worth clients ($5 million+) Series 65 or 66 or CFP certification preferred but not required Bachelor s degree is required Proficiency with RedTail, Schwab & Fidelity, Orien, Microsoft Suite, and RingCentral Exceptional interpersonal and communication skills Strong problem-solving and analytical abilities High level of attention to detail and organizational skills Ability to thrive in a fast-paced and dynamic environment Must be able to work onsite in Carlsbad, CA (5 days per week) Client Service Manager Responsibilities: Serve as the right hand to the owner, supporting his extensive book of business Handle client service requests, including moving money and onboarding new clients Prepare for and follow up on client meetings Manage client communications, ensuring timely and accurate responses Oversee meeting preparation and follow-up, ensuring all client interactions are smooth and professional Maintain detailed and accurate records, and ensure compliance with industry regulations Benefits: Employee Health Benefits 401k with match Profit sharing PTO + PSL + Paid holidays Annual raises and reviews Family-oriented & great culture with vibrant, energetic personalities Brand new office space with golf simulator Fast-paced, modern entrepreneurial style="">Apply now!

Created: 2024-11-04