Client Service Manager - Financial Planning Firm


Salary:

$80,000.00 to $110,000.00 per year

Location:

San Mateo, CA

Date Posted:

April 26, 2019

Employment Type:

Full-time

Job Reference:

00412-9501879137

Staffing Area:

Full-Time Accounting & Finance


Description
For immediate consideration, please email your resume to [email protected]

Our Client is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our Client has provided personalized solutions for individuals and business owners since 1950. As an independently owned and operated firm, their advisors have no requirement to represent proprietary solutions or products. This independence allows them to keep intense focus on assisting clients to achieve their personalized goals and financial aspirations, as opposed to meeting specific product sales quotas.
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They are seeking a high level, serious individual with financial services industry background, and professional demeanor suitable for interaction with an experienced, professional and active clientele to act as practice manager for one of their top producing wealth management advisors. This person will be responsible for overseeing all client service and operational duties of the advisor?s practice, which includes:

- Process new account paperwork
- Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy and communication
- Leading weekly team meetings
- Help create and maintain practice operations and governance
- Heavy client Interaction
- Working with firm?s trader for performing trade, rebalancing, and distribution requests
- Track and manage all aspects of asset movement
- Maintain comprehensive knowledge of, and interact with, the multiple investment management platforms
- Maintain strong working relationship with financial planning team ??
- Keep the practice up to date on all compliance activities
- Manage onboarding process with new clients including communication
- Coordinate activities with firms? service team regarding specific tasks
- Manage team?s client data base systems/CRM
Requirements
- Bachelor?s degree
- Series 7 and 66 Licenses are highly preferred but they will sponsor for exams
- 3+ years of experience in financial services support or operations role.
- Familiarity with Pershing NetX360, Albridge Solutions, eMoney, LaserApp, Excel Spreadsheets are a plus.
- Excellent oral and written communication skills.
- Ideal candidate is extremely well organized and detail oriented.
- Must be client-oriented and eager to provide great customer service.
- Ability to engage linear thinking and stay focused while work under pressure towards deadlines and adjust to changing priorities.
- This person must be a team player, and able to work well with the firms? general service team.
Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888-490-5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

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San Francisco, CA

50 California Street
10th Floor
San Francisco, CA 94111
us
415.434.4012
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