Client Services Leadership Position

3 weeks ago


Bloomington, Illinois, United States Simplex Full time

At Simplex, we are committed to delivering exceptional client service and exceeding our clients' expectations. To achieve this goal, we are seeking a highly skilled Manager of Client Services to join our team.

Job Description:

This role involves overseeing a team that provides client and administrative support to multiple financial advisors. You will be responsible for ensuring exceptional client service and high levels of customer satisfaction.

Key Requirements:
  • 5-10+ years overall experience in the Wealth Management industry.
  • 5+ years leading and managing Client Services teams.
  • Wealth Management, Brokerage, and investment advisory firm experience.
Compensation:

The estimated salary for this position is $95,000 - $120,000 per year, depending on experience, plus revenue share program with aggressive salary increases and bonuses based on company growth/performance.



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