Director of Client Services

Scholar Advising is a financial advising firm serving high net worth families across the country. The purpose to this role is to create satisfying experiences for clients, making them feel like they are our only client. This role sets the tone for the firm’s relationships with clients and is integral to the delivery of an amazing client experience. Without the operations and concierge-level support of this position, clients wouldn’t achieve their goals.

Success in this role will result in:

• Authentic, long-lasting relationships with clients
• Clients who rave about the level of support they receive
• Consistent, accurate, and timely execution of client service and operations items
• Increased client retention and consistent referrals

Our Director of Client Services implements routine client requests, including checking in with clients on progress, supporting them with documentation collection, and providing introductions to other financial team members. The position also schedules and prepares for meetings between clients and advisers and follows up on action items.

• Builds and maintains client relationships by providing excellent service and ensuring that client expectations are exceeded on a daily basis
• Field client phone calls and correspondence in a timely and professional manner
• Onboard new clients through the intake and management process, including assistance with document collection and scheduling.
• Prepares conference room for in-person client meetings, ensuring desired refreshments are available and that the conference room is presentable
• Assist in the preparation of all client meetings and calls, including sending out agendas and preparing materials
• Effectively manages and prioritizes client service tasks and follows CRM workflows
• Inputs and maintains accurate client information and paperwork in all appropriate systems and technology and file locations
• Tracks outstanding client service items and updates the advising team on a weekly basis
• Plans and coordinates client events and communication throughout the year
• Ensures proper compliance by reviewing and maintaining the appropriate paperwork
• Provides operations support to COO as needed or requested

• Minimum of 2-5 years operational experience within the financial services industry or in the hospitality industry serving high net worth and ultra high net worth individuals
• Ability to work independently to research and resolve client issues
• Must be tech savvy and proficient with Gmail, Google Calendar, Word, and Excel
• Strong organizational, analytical, communication, and interpersonal skills.
• Ability to work effectively in a fast-paced and deadline-oriented environment.
• Excellent written and verbal communication skills

• Salary commensurate with experience
• Paid Time Off (PTO) and paid holidays according to the firm’s holiday calendar
• Retirement match: 6% to a 401(k) plan

• Application review
• Invited to complete our Situational Assessment
• Zoom interviews (x2)
• Technical proficiency project

• Cover letter addressing your experience and how you would add value to our team
• Resume
• List of 3 references related to previous positions in a related field or role