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Director of Client Services

3 months ago

Martinez, United States HomeRun Search Full time

The company we are hiring for is a boutique financial services firm committed to providing personalized financial solutions to clients here in the CSRA and nationwide. They specialize in helping individuals and families achieve their financial goals through tailored investment strategies and comprehensive financial planning. This is a long-term, direct-hire opportunity, in which you will play a critical role in the day-to-day operations and continued growth of the organization.



The Director of Client Services & Operations will play a critical role in the success of the company by fostering client relationships, providing best-in-class service, and implementing new strategies to improve operational efficiency. This individual will work hand-in-hand with the CEO, to ensure smooth day-to-day operations and enhance the overall client experience. As a net-new role within the company, this person will be instrumental in helping grow the business, the team, and the footprint in our community.


What You'll Manage:

Administrative Support:

  • Manage the CEO's calendar, interface with clients, and execute investment strategies.
  • Prepare client documents and process paperwork accurately, efficiently, and to regulatory standards.

Marketing & Sales:

  • Guide marketing efforts, including social media, email campaigns, and event coordination to align with business objectives.
  • Conduct warm sales calls and follow up with clients to schedule appointments.

Customer Care:

  • Provide exceptional face-to-face customer service to clients visiting the office.
  • Foster a welcoming and supportive environment for your teammates, clients and vendors.

Special Projects:

  • Support special projects and initiatives to drive the success of the business.
  • Implement new processes to impact operational efficiency.


What the right candidate should possess:

Education & Training Background:

  • Bachelor's degree in Finance, Business Administration, or Accounting.
  • Active Licenses/Certification/Training relevant to Wealth Management or Financial Services
  • Preferred: CFA, CFP, CPFA, PFS, AAMS, Series 7, Series 63, Life & Health Insurance

Professional Experience:

  • 5+ years of experience in a professional financial services office(wealth management, financial planning, health insurance, or public accounting).
  • 3+ years of management experience
  • Demonstrated experience in face-to-face client services environment.
  • Current or previous experience as a Producer, Office Manager, or Executive Assistant in the financial services industry.
  • Proven experience developing new processes and procedures (i.e. process automation, audits, migrations, implementations)

Skills and Competencies:

  • Strong communication and interpersonal skills.
  • Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel, Outlook).
  • Excellent organizational skills and attention to detail.
  • Ability to multitask, prioritize tasks, and work efficiently with minimal supervision.
  • Business acumen relevant to financial planning



HomeRun Search, LLC is an equal opportunity employer, committed to diversity and inclusion. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other status protected under federal, state, or local laws. We encourage applicants of all backgrounds to apply. For individuals with disabilities who would like to request an accommodation, please contact support@homerunsearch.com.