Part-Time Client Services Manager

2 weeks ago

Wexford, United States Stratos Wealth Partners LLC Full time


Client Services Manager – Riverview Wealth Partners

Wexford, PA


Riverview Wealth Partners is a team of independent financial advocates focused on helping our clients reach their financial goals. Our advisors work with an exclusive number of high-value clientele including individuals, families, executives, and business owners, as well as several institutional clients. We are a fee-only firm that is intricately involved in every aspect of our clients’ lives.


We have an opening for a Part-Time Client Services Manager which will be focused on enhancing relationships with our high-net-worth clients. This role is a key part of our team serving as the true connection between our clients and advisors. Day-to-day responsibilities include all administrative and operational tasks necessary to provide an exceptional client experience. We are searching for someone with a positive, upbeat attitude who is a strong team player and who understands the importance of an impeccable level of service. This person must also demonstrate a genuine understanding of the importance that both new and existing client relationships have on the long-term success of the organization.


This is a flexible Hybrid Remote position, with a part-timeschedule of 4-5 hours a day Monday- Friday. 

Paid Time Off will be provided, and Paid Holidays will be offered.

Compensation will be based on the individual’s experience but is expected to be above market for a part-time position.


The Day-to-Day:

• Prepare new account and service paperwork efficiently and effectively to completion

• Provide exceptional client service both in person and over the phone to facilitate and resolve client service requests

• Fulfill routine client service requests, resolve inquiries and escalate cases when appropriate

• Contribute to the development and execution of client service standards resulting in client retention and satisfaction

• Perform office operations including printing and binding presentations, answering phones, greeting clients and screening calls

• Own the process of sending client birthday cards, holiday cards and gifts

• Become a CRM expert (Redtail) and utilize the program to keep track of all prospects and clients.

• Manage projects, vendors, partners, team players, etc., as needed.


Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor; DBA Riverview Wealth Management



The Skills You Bring:

  • Proven customer service, client support and problem resolution skills
  • Strong communication and organizational skills to prioritize decisions in a fast-moving environment
  • Capability to take ownership of complex situations that result in positive outcomes for clients
  • Computer savvy, a self-starter, intuitive, motivated, and demonstrate a proficiency in using technology.
  • Possess the ability to work independently in a fast-paced environment with minimal supervision, and able to adapt to changing situations, client emergencies, and advisor prioritization.
  • A high degree of personal integrity, honesty, and ability to work with confidential information daily
  • Strong time management and organizational skills are crucial

Requirements:

  • College degree preferred but not required
  • Desire for a part-time schedule (6 hours per day M-F)
  • 2-3 years’ experience in a top-tier client service environment, preferably in the financial services industry
  • Strong technology skills (Excel, Outlook, Word; CRM and Financial Reporting software)
  • Experience with Fidelity Investments platform a plus

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