Private Wealth, Client Services Manager

Overview

As a Client Service Manager
, ideal candidates will have a minimum of five years experience in the financial industry working with high net worth individuals and families and have an advanced understanding of industry regulations and compliance issues. Ideal candidates must have the capacity to thrive in a dynamic, constantly changing global market environment and have a passion for exercising discretion and applying independent judgement with respect to matters of significance on a daily basis.

• Coordination of meetings. Various reporting. Ordering of supplies/equipment. Hire, train, manage and lead a highly effective Client Service Team to ensure an exceptional client experience is consistently delivered to both internal and external clients (hiring, terminations, performance management, career development, mid/year-end reviews, etc.)
• Develop and implement new career path roles and opportunities within Client Service
• Partner with Wealth Managers to understand their business and pipeline in order to help optimize best practices and implement appropriate support models
• Identify, escalate and provide solutions to mitigate and manage enterprise risk, improve operating efficiencies and harmonize workflows and expectations across the firm
• Assist with the onboarding and integration of new Advisor Teams
• Handle day to day questions and manage the escalation of “sensitive and timely” issues (client complaints, fraud, KYC red flags)
• Perform duties and responsibilities as required

• Required Qualifications
  • 5+ years of related experience
  • BS/BA degree in Business, Finance or related field or equivalent experience
  • Series 7/66 Licenses required
  • Series 9/10 or 24 highly preferred (must obtain within 90 days of employment)
  • Excellent communication and interpersonal skills
  • Strong presentation skills
  • Proven self-starter with the ability to think and work autonomously
  • Ability to work with a sense of ambiguity
  • Ability to collaborate with internal partners
  • Excellent written and verbal skills with careful attention to detail
  • Proficient in Microsoft office applications with an intermediate to expert skill level in Excel and Power Point
• Preferred Qualifications
  • Experience with platform implementation preferred
  • Project management experience preferred

The salary range for this position is $110,000 - $135,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

• Hours per Week: 40
• Work Schedule:
  
  Monday - Friday

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.