Director of Client Experience
3 days ago
We are seeking a highly skilled Manager of Client Services to join our team at Simplex, a top Wealth Management Firm. This role will be based in the Greater Mclean VA / Tysons Corner area and involve an initial 90 days of 5 days/week on-site during the training period.
Company Overview:Simplex provides comprehensive financial planning, retirement and tax planning, estate planning, risk management, and investment management services. We manage approximately $5 billion in assets on behalf of clients.
This is an excellent opportunity for experienced professionals looking to advance their careers in the Wealth Management industry.
The estimated salary for this position is $85,000 - $110,000 per year, depending on experience, plus revenue share program with aggressive salary increases and bonuses based on company growth/performance.
Job Description:- Oversee a team that provides client and administrative support to multiple financial advisors, including establishment of new accounts, asset transfers, money movements, charitable support, and other client directives.
- Lead and manage Client Services teams to ensure exceptional client service and high levels of customer satisfaction.
To succeed in this role, you will need:
- 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.
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