Job Description
Description
Summary:
Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments.
Client Responsibilities
+ Works with clients to open and/or service portfolio accounts per request of Wealth Advisor
+ Attend meetings with clients as needed
Team Responsibilities
+ Develop and refine practice standards for the area of Client Service, working with the team to create and define policies, procedures and best practices
+ Work closely with our third-party custodial service teams to ensure engagement and service standards remain highly effective and efficient
+ Design Client Service team career path, working to train and recruit team members to ensure the team has a strong veteran presence, depth, succession and sufficient back-up
+ Provide routine updates during Advisor Team Meeti...
Summary:
Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments.
Client Responsibilities
+ Works with clients to open and/or service portfolio accounts per request of Wealth Advisor
+ Attend meetings with clients as needed
Team Responsibilities
+ Develop and refine practice standards for the area of Client Service, working with the team to create and define policies, procedures and best practices
+ Work closely with our third-party custodial service teams to ensure engagement and service standards remain highly effective and efficient
+ Design Client Service team career path, working to train and recruit team members to ensure the team has a strong veteran presence, depth, succession and sufficient back-up
+ Provide routine updates during Advisor Team Meeti...