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Director of Client Services
4 months ago
Job Description
Growing Financial Advisory Firm is in search of a Director, Client Services to join our team in Santa Barbara, CA. Our Client Service team focuses on providing operational support to our clients and assisting our Advisors in managing their client relationships. The primary role for the Director Client service in our Santa Barbara office is to support the Managing Director with his practice as well as help provide support for new advisors and their clients as the firm builds out our presence on the central coast. The Director, Client Services will play a key role in creating a simple and elegant service experience for our clients. Service Client Accounts Openingclosing accounts, manage cash flows, client reportingdue diligence, and timely response to client inquiries. Understanding all aspects of our client reporting software and the ability to audit reports. Understand the basic principles of asset allocation and the various investment strategies we utilize. Maintain Client Relationship Management CRM database with client information. Create client presentations and communications. Oversee servicing of client relationships as primary point of contact for inquiries related to account maintenance, cash management, distributions, and investment reporting. Work with the Managing Director, wealth advisors, financial planner, and internal departments to ensure client requests are executed within defined service level agreements SLAs. Accountable for supervising, mentoring, training, and development of associates. Serve as local champion in technology adoption, process improvements, CRM data integrity and adoption, as well as represent central liaison between our office and HQ to communicate key client service and operations initiatives to local support and advisory team. Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts, and service providers. Should have a Can Do attitude when requests are made in areas unknown Skills Required
BA Degree in Accounting, Business, Finance or Economics. 5+ yrs exp working in investment advisory, asset management or financial services. Broker Dealer BD or Registered Investment Advisor RIA.
