Client Services Director

1 day ago


Carlsbad, United States Aldrich Full time
About the Role

We are seeking an experienced and highly skilled professional to join our dynamic team as a Client Services Manager for our Private Wealth division. This is a full-time position that requires a strong leader who can manage a team, oversee client relationships, and drive business growth.

Key Responsibilities
  • Manage the Private Wealth Client Services Team, providing training, coaching, and professional development to ensure exceptional client service.
  • Oversee the quality, accuracy, and timeliness of all aspects of the Client Services team's work, ensuring seamless client experiences.
  • Collaborate with Partners, Management, and Advisors on client-related requests, providing innovative solutions and exceptional service.
  • Liaise with custodial service teams, vendors, and third-party providers to ensure smooth operations and client satisfaction.
  • Resolve escalated client issues promptly and effectively, maintaining a positive client experience.
  • Utilize industry expertise to provide leadership and guidance to the team on service-related matters, ensuring compliance with Standard Operating Procedures and the Client Services Manual.
  • Evaluate and improve Client Services processes and training, ensuring efficiency and effectiveness.
  • Participate in software conversions and new software implementations, providing training to Aldrich staff members on Wealth-specific software.
Requirements
  • Bachelor's degree from an accredited college/university or applicable years of experience in the Financial Services industry.
  • Minimum of 7-10 years of experience in the Financial Services industry, with a minimum of three years of supervisory experience.
  • Extensive experience with portfolio management software, contact management software, and strong Microsoft Office and Outlook skills.
What We Offer
  • A comprehensive benefits package, including health insurance, retirement savings, time off, and paid holidays.
  • A discretionary incentive compensation program, subject to the rules governing the program.
  • A competitive salary range of $110,000-$130,000, depending on experience and qualifications.
How to Apply

Submit your resume, describing how you meet the minimum qualifications and desired attributes. We look forward to reviewing your application.



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