Client Services Manager

Job Description

Job Description

A fast-growing, well-established financial services firm is seeking a proactive and detail-oriented professional to join their team in a client support capacity. This in-office role is essential to maintaining and growing strong client relationships and supporting a team-oriented environment. Only candidates with prior relevant experience will be considered.

The Client Services Manager will support the Advisor by ensuring all client service tasks are executed efficiently, allowing the Advisor to focus on high-level client engagement and strategy. This role requires top-tier customer service, follow-through, and problem-solving abilities to deliver a polished and reliable client experience.

Key Responsibilities:

• Provide daily support to Advisor(s), ensuring seamless operations and follow-through on all client-related tasks.
• Monitor and manage outstanding client action items, maintaining a regularly reviewed tracking system for each Advisor.
• Act as a primary point of contact for clients, offering professional and courteous service.
• Manage general office and administrative functions such as phone coverage, mail processing, scheduling, filing, and meeting preparation.
• Assist in preparing materials for client and prospect meetings, including presentations and documentation.
• Oversee new client onboarding processes, including account setup, recurring transactions, online access, and quarterly meeting scheduling.
• Work with the marketing team to coordinate campaigns, events, and deliver regular communications and insights to clients.
• Maintain and update the CRM system by entering contacts, managing groups, and generating reports as needed.

Qualifications:

• Minimum of 5 years’ experience in a client service or administrative support role.
• Prior experience in the financial industry preferred.
• Proven customer service and relationship management abilities.

Technical Requirements:

• Proficiency in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel) with 5–10 years of experience.
• Experience with Salesforce CRM is a plus.
• Strong general technology skills and comfort with learning new platforms.