Senior Client Services Manager

5 days ago

Tampa, Florida, United States Wertz York Capital Management Full time
Job Title: Manager, Client Advisory Services

We are seeking a highly skilled and experienced Manager, Client Advisory Services to join our team at Wertz York Capital Management. As a key member of our client services team, you will be responsible for providing exceptional client service support and ensuring flawless execution on client requests.

Key Responsibilities:

  • Develop effective communication platforms for clients and staff, and liaise with different departments about client queries.
  • Resolve complex client dilemmas in a professional manner, and mastermind creative ways to deliver an exceptional client experience.
  • Oversee production of marketing materials, monitor for quality and corporate identity guidelines, and manage and maintain communications library.
  • Proactively support potential business development opportunities by attending conferences and client/prospect meetings as needed.
  • Coordinate the firm's response to consulting and banking RFPs, highlighting the firm's history and accomplishments.

Requirements:

  • Bachelor's degree in Business Administration, Finance or related field; prior investment & marketing experience desired.
  • 5-7 years in a similar role with increasing independence and oversight.
  • Excellent verbal, written, analytical, and organizational skills.
  • Ability to take technical financial information and present to high level, non-investment senior staff and board members.
  • Proficiency with Microsoft Office Suite and basic design software, specifically with Excel and PowerPoint, Adobe and Publisher.
  • Strong presentation skills and ability to convert data into presentation graphics; experience with Insightly a plus.
  • Good judgement with the ability to make timely and sound decisions.
  • Creative, flexible, and innovative team player.
  • Ability to work on complex projects with general direction and minimal guidance.
  • Ability to communicate effectively and persuasively in writing.
  • Demonstrated experience providing exceptional customer service with senior level leaders.
  • Basic understanding of financial concepts and markets.
  • Strong abilities multi-tasking and having semi-autonomous deadlines.
  • A positive attitude, ability to work well independently and within a team, ability to learn quickly and be incredibly dependable.
  • Excellent attention to detail and quality of output.

About Us:

Wertz York Capital Management is a local investment advisor located in Tampa, Florida. The firm specializes in cash management services, fixed income portfolio advisory/management and treasury management consulting for governmental clients statewide. We are a growth-oriented organization looking for a results-driven Manager, Client Advisory Services, with intellect, initiative and a knack for translating financial jargon into actionable plans for clients.

What We Offer:

We offer a dynamic and collaborative work environment, with opportunities for professional and personal growth. Our team is experienced and diverse, with a strong focus on delivering exceptional client service. We are committed to supporting our employees in their careers and providing them with the tools and resources they need to succeed.

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