Posting Description

Summary:

The Client Service Manager will have responsibility for ensuring that every client receives exceptional service and that the Client Service team members they manage deliver consistent exceptional service. The Client Service Manager supervises Client Service Associates in the performance of their duties and is responsible for contributing ideas for department processes, procedures and protocols. It is expected that this role will continue to act as a CSA for an assigned group of clients in addition to leading their team of CSAs. Required to be in the office at least two days per week for the purposes of management and supervision of direct team, as well as collaboration and relationship building with managers, members of other teams, and client-facing staff.

Responsibilities:

• Continues to act as a CSA for assigned clients.
• Leads a team of Client Service professionals and optimizes Client Service operations by executing on the following:
  • Promotes department goals by motivating and training employees.
  • Coordinates and provides day-to-day oversight to employees including managing the CSA workload distribution and ensuring CSA back-up coverage during vacations and absences.
  • Leads their direct reports through the performance management lifecycle including:
    • Providing direction and support to employees on goal setting and career development planning.
    • Developing and delivering performance reviews as well as ongoing feedback conversations to support growth and development.
    • Making recommendations related to compensation (bonuses and increases) and communicating decisions with team members.
  • In collaboration with other Client Service team members, identifies and leads opportunities to make changes that improve operations across the team.
  • Engages with leaders, peers, and staff; share successes and promotes teamwork, collaboration and manages conflicts appropriately and efficiently.
  • Collaborates on CSA training materials and curriculum.
  • Assists leadership in setting strategic direction for key programs.
  • Serves as escalation point for challenging Client Service issues.
  • Collaborates closely with other managers in their respective office and region such as Client Ops Manager(s), Office Lead(s), the manager(s) of Advisor Associates and others outside of function to build team connectivity and positive team culture.
  • Utilizes CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, run reports, etc.
  • Exercises independent judgment across a broader range of areas. Addresses issues, future needs, and the adaptation of new processes, methods, and technologies.
  • Performs other duties as and when needed.

Qualifications:

• Previous back-office operations or executive/administrative assistant experience, including experience in financial planning and/or the securities industry.
• High-touch, direct client experience is essential.
• Understanding of the value proposition of being a fee-only fiduciary
• Previous supervisory experience managing teams is a plus.
• Excellent computer skills and general technical ability; comfort with navigating various software applications and systems.
• Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is highly preferred.
• Continuously exhibits personal integrity and professional initiative and a personable attitude.
• Strong problem-solving and influence/consensus-building skills.
• Strong communication and organizational skills.
• Ability to work through questions and concerns collaboratively.
• Required to be in the office at least two days per week, for the purposes of management and supervision of direct team, as well as collaboration and relationship building with managers, members of other teams, and client-facing staff.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer:

Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

The base salary range for this position is $80,000 - $115,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

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