GemHarvest Executive Recruiting
Client Services Manager
GemHarvest Executive Recruiting, Arlington, Texas, United States, 76000
Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide
Client Service Manager Overview
Established and growing 1B+ AUM Independent RIA serving high net worth and ultra high net worth clientele seeks a Client Service Manager to support Clients and Advisors by taking initiative and leading Client Service operations and team members. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele. Highlights
Lead, coach, and develop a high-performing client service team Oversee delivery of exceptional service to high net worth clients Act as a key escalation point for complex service matters Collaborate closely with Advisors and Operations Help shape internal processes and drive service excellence Competitive compensation package ($100,000 – $145,000 base plus bonuses ranging from $10,000 – $15,000, and excellent benefits) Requirements
Bachelor’s Degree 6+ years experience in Client Service within Financial Services, preferably in an RIA environment Proven leadership experience managing client service teams Track record of professionalism, adaptability, attention to detail, and time management Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance, Administrative, and Customer Service Industries
Investment Management and Financial Services Base pay range
$100,000.00/yr - $145,000.00/yr Additional compensation types
Annual Bonus Benefits
Medical insurance 401(k)
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Client Service Manager Overview
Established and growing 1B+ AUM Independent RIA serving high net worth and ultra high net worth clientele seeks a Client Service Manager to support Clients and Advisors by taking initiative and leading Client Service operations and team members. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele. Highlights
Lead, coach, and develop a high-performing client service team Oversee delivery of exceptional service to high net worth clients Act as a key escalation point for complex service matters Collaborate closely with Advisors and Operations Help shape internal processes and drive service excellence Competitive compensation package ($100,000 – $145,000 base plus bonuses ranging from $10,000 – $15,000, and excellent benefits) Requirements
Bachelor’s Degree 6+ years experience in Client Service within Financial Services, preferably in an RIA environment Proven leadership experience managing client service teams Track record of professionalism, adaptability, attention to detail, and time management Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance, Administrative, and Customer Service Industries
Investment Management and Financial Services Base pay range
$100,000.00/yr - $145,000.00/yr Additional compensation types
Annual Bonus Benefits
Medical insurance 401(k)
#J-18808-Ljbffr