Manager of Client Service

The Manager of Client Services will be responsible for leading a Client Service team to provide a white glove service model to financial advisors and clients. Responsibilities include: Develop and manage a Client Service Team Implement scalable and efficient workflows with compliant industry standard policies and procedures Onboard newly acquired partners Manage custodian relationship and account opening/maintenance transactions/NIGO's First point of contact for Client interaction and problem resolution Manage data and integrity of CRM database Qualifications: Four year college degree (Bachelor's degree in Finance, Business or Economics) 5-10 years of leadership experience in the RIA space of financial services 3 years of managerial experience Series 65 license (required or achieved Experience with Salesforce, eMoney, Wealthscape, Orion

Location: Boston, MA, US

Posted Date: 1/9/2025