Client Service Director

1 week ago


Carlsbad, United States Boutique Recruiting Full time
Client Service Manager

A leading financial services firm is seeking a seasoned Client Service Manager to support their high-net-worth clients in a fast-paced, dynamic environment. This role offers the unique opportunity to work closely with the company's founder and be part of a vibrant, energetic team.

Key Responsibilities:
  • Provide exceptional client service, handling requests and onboarding new clients with precision and care.
  • Prepare for and follow up on client meetings, ensuring smooth and professional interactions.
  • Manage client communications, ensuring timely and accurate responses.
  • Maintain detailed and accurate records, ensuring compliance with industry regulations.
Requirements:
  • 2-3+ years of experience in financial services, particularly with high-net-worth clients.
  • Series 65 or 66 or CFP certification is preferred.
  • Proficiency with RedTail, Schwab & Fidelity, Orien, Microsoft Suite, and RingCentral.
  • Exceptional interpersonal and communication skills.
  • Strong problem-solving and analytical abilities.
  • High level of attention to detail and organizational skills.
Benefits:
  • Employee Health Benefits.
  • 401k with match.
  • Profit sharing.
  • PTO + PSL + Paid holidays.
  • Annual raises and reviews.

This is a fantastic opportunity to shine at a fast-moving and lively company that prioritizes quality of life and a healthy work-life balance.



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