Client Relations Supervisor

2 weeks ago


Belmar, New Jersey, United States Oujo Wealth Strategies Full time
Job Overview

Oujo Wealth Strategies is a distinguished Wealth Management Firm with a legacy spanning over three decades. We specialize in serving affluent individuals and families, offering a comprehensive suite of financial services including planning, investment management, tax advisory, insurance solutions, and estate planning.

Role Summary

The Client Relations Supervisor is responsible for leading the Client Services Team, collaborating closely with our Wealth Management Associates and Advisors. This role also involves supporting our Tax Team during peak periods. As the primary contact, the Supervisor ensures that all client service tasks and requests are efficiently delegated and completed. This is a full-time position reporting directly to our Lead Advisors.

Key Responsibilities

  • Oversee and manage client service tasks and requests, ensuring timely completion.
  • Act as the central point of contact for directing requests to the appropriate teams, whether it be Client Services, Wealth Management, or Tax.
  • Coordinate and schedule client meetings.
  • Facilitate the development and training of Client Services staff.
  • Maintain and update our CRM system (Redtail).
  • Handle account openings, process distributions, modify account beneficiaries, and manage life insurance applications.
  • Engage with clients and internal teams on a daily basis to foster strong relationships.

Qualifications and Skills

  • Highly organized, detail-oriented, and capable of leading a team with decisiveness and independence.
  • Exceptional problem-solving abilities with outstanding oral and written communication skills.
  • Proficient in client interaction, requiring significant time spent communicating with clients both over the phone and in person.

Education and Experience

  • Bachelor's Degree in Business is preferred; degrees in Finance or Operations Management are advantageous.
  • A minimum of 1 year of experience in the financial services sector is preferred.
  • Proficient in Microsoft Office Suite (Word, Excel).
  • Experience with Redtail CRM is preferred.

Compensation and Benefits

  • Salary range of $60,000 - $80,000, commensurate with qualifications and experience.
  • Full-time employment.
  • Comprehensive health insurance coverage.
  • 401(k) retirement plan.
  • Generous paid time off policy.
About Oujo Wealth Strategies

Oujo Wealth Strategies is a reputable Wealth Management Firm with a rich history of over 30 years, dedicated to providing exceptional financial services to high-income earners and affluent families.



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