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Client Services Manager

2 months ago

Oceanside, United States Ultimate Staffing Full time

Seeking Senior Office Manager for an investment firm. This person will be supporting management, clients, and internal staff with the smooth operations of the office. Must have 5 years of experience and a bachelor's degree preferably in a business, finance, or economics.

Job Description:

Work with COO, Financial Consultants and Investment Advisors to support their objectives, which can include:

  • Client service: Helping clients with their financial needs, resolving issues, and cultivating client relationships
  • Marketing: Implementing marketing activities and providing sales activity reporting
  • Administrative tasks: Answering phones, preparing reports, setting up new accounts, scheduling, and training as needed
  • Presentations: Preparing and editing presentations, correspondence, and other materials - Conduct weekly or bi-weekly meetings (30 min) to review goals and accountability with each team member
  • Processes and policies: Designing and maintaining processes and policies in line with industry best practices -Maintain an up-to-date manual of business processes and procedures while finding inefficiencies and areas to improve them


All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. To the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.