Evolve Talent Partners
Vice President of Client Services
Evolve Talent Partners, San Francisco, California, United States, 94199
Vice President, Client Services
Private wealth management firm, based in San Francisco, is seeking a Vice President, Client Services to join their growing team of dedicated professionals.
Location San Francisco, CA
Base pay range $150,000.00/yr - $200,000.00/yr
Responsibilities
Manage client relationship and serve as primary contact to clients
Oversee workflow to ensure daily client transactions are completed (transfers, wires, checks and trading)
Supervise research and resolution of client questions (investments, tax, estate, and insurance)
Review quarterly investment performance reports for accuracy
Review client asset allocation, rebalancing recommendations, and investment strategy
Organize and participate in client meetings, manage the agenda, and oversee follow-up
Assist partners/directors in business development efforts and manage implementation for new clients
Manage relationships with client’s outside advisors (CPA, insurance agent, banker, attorney)
Advise clients regarding all aspects of our client service offering and oversee client reviews to ensure that all aspects have been addressed (tax, investments, insurance, estate plan review, philanthropy planning)
Requirements
Bachelor’s degree required; CPA, CFP or CFP strongly preferred
Self-starter, detail oriented, result focused and collaborative, with a friendly and positive personality
Ten to fifteen years relevant industry experience, ideally in a high-net-worth wealth management office or public accounting firm, including personnel management and heavy client contact
Top-notch, client focused, written and oral communication skills
Ability to handle multiple projects for various team members simultaneously
Proficiency with Excel, Word, PowerPoint, and Adobe Acrobat Professional
Experience with relevant software a plus (portfolio rebalancing and financial planning) and familiarity with custodian platforms (Schwab and Fidelity) highly desirable
Seniority level Mid-Senior level
Employment type Full-time
Job function Accounting/Auditing, Strategy/Planning, and Customer Service
Industries Financial Services and Investment Management
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Location San Francisco, CA
Base pay range $150,000.00/yr - $200,000.00/yr
Responsibilities
Manage client relationship and serve as primary contact to clients
Oversee workflow to ensure daily client transactions are completed (transfers, wires, checks and trading)
Supervise research and resolution of client questions (investments, tax, estate, and insurance)
Review quarterly investment performance reports for accuracy
Review client asset allocation, rebalancing recommendations, and investment strategy
Organize and participate in client meetings, manage the agenda, and oversee follow-up
Assist partners/directors in business development efforts and manage implementation for new clients
Manage relationships with client’s outside advisors (CPA, insurance agent, banker, attorney)
Advise clients regarding all aspects of our client service offering and oversee client reviews to ensure that all aspects have been addressed (tax, investments, insurance, estate plan review, philanthropy planning)
Requirements
Bachelor’s degree required; CPA, CFP or CFP strongly preferred
Self-starter, detail oriented, result focused and collaborative, with a friendly and positive personality
Ten to fifteen years relevant industry experience, ideally in a high-net-worth wealth management office or public accounting firm, including personnel management and heavy client contact
Top-notch, client focused, written and oral communication skills
Ability to handle multiple projects for various team members simultaneously
Proficiency with Excel, Word, PowerPoint, and Adobe Acrobat Professional
Experience with relevant software a plus (portfolio rebalancing and financial planning) and familiarity with custodian platforms (Schwab and Fidelity) highly desirable
Seniority level Mid-Senior level
Employment type Full-time
Job function Accounting/Auditing, Strategy/Planning, and Customer Service
Industries Financial Services and Investment Management
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