Client Services Manager

Job Description

Description:

Client Service Team Leadership:

• Supervise Client Services Coordinators and the Front Desk Administrator, overseeing schedules, providing backup, and ensuring adherence to service standards.
• Establish and manage team goals, track progress, and celebrate achievements.
• Design and update processes/workflows to maximize team effectiveness.
• Assist in hiring and lead training of new team members, and provide ongoing training and development support.
• Design collaborative activities that break down silos and encourage bonding. (Think escape rooms, scavenger hunts, or volunteer outings.)

Client Services:

• Act as the quarterback for onboarding new advisors by working with the advisor, broker/dealer and service team for seamless book of business transitions.
  • Remain main support person for the practice until well established on our platform.
• Manage book of business transfers, re-codes, and other client