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Experienced Client Support Consultant

2 months ago

Houston, Texas, United States Linscomb Wealth Full time
Position Title: Senior Client Relationship Manager

Reports To: Wealth Advisor Team Lead

FLSA Status: Exempt

Department: Client Services

Overview

The Senior Client Relationship Manager (Senior CRM) exemplifies a high degree of expertise in all Client Service functions, engaging with both new and established client partnerships, as well as collaborating with internal Linscomb Wealth (LW) team members. Senior CRMs act as a role model and mentor for the entire Client Service team, providing training, support, and leadership on service standards and intricate client scenarios. Senior CRMs proactively interact with clients and LW professionals, working closely with the LW Operations and Wealth Advisory teams to deliver exceptional service consistently.

Client Responsibilities
  • Facilitates the opening and servicing of portfolio accounts as requested by Wealth Advisors.
  • Participates in client meetings as necessary.
Team Responsibilities
  • Sets a strong example for the Client Service Team, establishing a high standard for proactive client engagement.
  • Offers mentorship, guidance, and training for team members, assisting the Client Service Manager in further developing team members and best practices.
  • Champions firm and team policies, procedures, and best practices, ensuring an efficient service model for clients and the firm.
  • Engages in available training and continuing education programs to maintain superior knowledge for addressing complex client situations.
  • Collaborates closely with LW Wealth Advisors to manage daily client service needs of new and existing clients.
  • Handles incoming client communications, determining the appropriate course of action and coordinating with the assigned Wealth Advisors and other team members as needed.
  • Works with Wealth Advisors and Operations teams to facilitate new account documentation and management agreements.
  • Interacts with custodians and other client professionals to complete service-related tasks.
  • Prepares client communications and generates various reports as required.
  • Compiles and distributes internal management reports for the Client Service Manager or firm management as necessary.
  • Assists or manages complex client situations, utilizing professional expertise and judgment as needed.
  • Provides mentoring and training, assisting in client situations that require advanced experience and technical knowledge.
  • Collaborates with the Client Service Manager to develop and evaluate team practice standards, ensuring efficiency and accuracy.
  • Actively participates in team meetings, leading discussions on service standards and client engagement.
  • Engages with the Client Service Manager and other team members on routine custodial calls and meetings, ensuring service standards are upheld.
Firm Responsibilities
  • Understands and supports the firm's vision, mission, and strategic objectives.
  • Aligns with department goals, priorities, and timelines, in conjunction with the firm's long-term strategic plan.
  • Promotes a strong team culture characterized by communication, collegiality, and exceptional service.
  • Stays informed about firm policies, service standards, financial markets, and developments impacting clients.
  • Adheres to all HR and Compliance policies of the firm.
Qualifications
  • Bachelor's degree (B.A. or B.S.) from an accredited institution, preferably in business, finance, or a related field.
  • No specific certifications or licenses required.
Experience Requirements
  • A minimum of seven years of experience in Client Service.
  • Prior experience with custodial platforms.
  • Proficient in Microsoft 365 (Word, Excel, Outlook, PowerPoint).
  • Experience with CRM databases and financial industry software.
  • Demonstrated stable work history.
Required Skills
  • Proactive approach and strong work ethic.
  • Excellent organizational abilities.
  • Capacity to manage multiple tasks, prioritize effectively, and meet deadlines.
  • Professional demeanor and appearance.
  • Ability to collaborate effectively within the Client Service team and across departments.
  • High attention to detail and prompt follow-through.
  • Strong verbal and written communication skills.
Supervisory Responsibilities
  • Reviews, mentors, and trains team members.
  • Guides the team in handling complex client situations.
  • Provides consultation and recommendations to the Client Service Manager and internal teams.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.