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Client Services Manager

3 months ago

Chicago, United States First Recruiting LLC Full time

In the Sr. Team Leader, Client Services role, you will work in a team-oriented environment with Relationship Managers, Client Service Managers, custodians, and the operations department to deliver a seamless and integrated client experience.


How you’ll succeed

  • People management:
  • Ability to lead small team of client service managers on daily basis while still maintaining client service responsibilities
  • Provide training needs for new hires
  • Conduct annual and semi-annual performance evaluations of team members
  • Collaborate and provide meaningful input to the team for problem resolution
  • Ensure team’s understanding of CS procedures and processes
  • Proactively identify and pursue process improvements to increase efficiencies
  • Effectively allocate work among team members
  • Resolve challenges by working with internal partners to ensure a seamless client experience
  • Client Servicing:
  • Thorough understanding of investments as it applies to client relationships to assist with any client ad hoc requests
  • Provide high quality, high touch service to PWM clients
  • Manage new account onboarding including but not limited to opening and facilitation of account funding and cost basis input.
  • Serve as the subject matter expert and escalation point for the team
  • Knowledge of trusts, LLC, Partnerships and other entities to assist with account opening questions or day to day workflows


Who you are

  • Preferred Formal Education: Bachelor’s Degree in Business, Finance or related field or equivalent industry experience
  • Proficiency in Salesforce, Fidelity and Schwab platforms and SEI is a plus
  • Minimum 7+ years’ experience in client services
  • Minimum 3+ years’ management experience
  • Strong relationship management