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Client Service Manager - Financial Services
Transcend Practice ManagementGlastonbury, United Statesfull_timeVerifiedPosted 25 Jul 2024
💰 $75,000/yr($65,000/yr – $75,000/yr)
About the role
CLIENT SERVICE MANAGER
Location: Glastonbury, CT (in office)
Compensation: $65,000 to $70,000
Must have experience in wealth management or the financial services industry!
The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
At our firm, we believe in fostering a workplace where the brightest minds can thrive. We are more than just a team. We are a family that collaborates to embody our core values daily: hard work, humility, optimism, responsiveness, and unwavering commitment to excellence. Our office prides itself on delivering premium, personalized experiences to our clients, ensuring they always feel valued and heard.
You'll love being a part of our team:
● Innovative Work Culture: We encourage fresh ideas and innovative thinking in our daily operations. Join us and contribute to making a significant impact.
● Career Growth: This role is ideal for individuals looking to build a long-term career in Financial Services, with opportunities to expand skills and take on new challenges.
● Collaborative Environment: You'll be joining a team that values unity, where every member plays a crucial role in our success.
Sound appealing? We are building a team with people who share our values and want to contribute to our clients’ experiences. We would like you to think of how we can do things better, make an impact, and continue to grow. We are excited to have an opportunity to welcome a Client Service Manager to our team who will support the firm’s senior staff.
The attributes we are looking for in a teammate include:
Location: Glastonbury, CT (in office)
Compensation: $65,000 to $70,000
Must have experience in wealth management or the financial services industry!
The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
At our firm, we believe in fostering a workplace where the brightest minds can thrive. We are more than just a team. We are a family that collaborates to embody our core values daily: hard work, humility, optimism, responsiveness, and unwavering commitment to excellence. Our office prides itself on delivering premium, personalized experiences to our clients, ensuring they always feel valued and heard.
You'll love being a part of our team:
● Innovative Work Culture: We encourage fresh ideas and innovative thinking in our daily operations. Join us and contribute to making a significant impact.
● Career Growth: This role is ideal for individuals looking to build a long-term career in Financial Services, with opportunities to expand skills and take on new challenges.
● Collaborative Environment: You'll be joining a team that values unity, where every member plays a crucial role in our success.
Sound appealing? We are building a team with people who share our values and want to contribute to our clients’ experiences. We would like you to think of how we can do things better, make an impact, and continue to grow. We are excited to have an opportunity to welcome a Client Service Manager to our team who will support the firm’s senior staff.
The attributes we are looking for in a teammate include:
- Trustworthiness
- Insistent, consistent attention to detail
- Energy and enthusiasm
- Commitment to exceeding client expectations
- Flexibility and openness to do whatever is needed to support the team
- Interest in working on varied assignments with people across the firm
- Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base
- Ability to anticipate the needs of the advisor and the team overall
- Self-directed time management and prioritization capabilities and outstanding organizational skills
- Self-motivation, having the ability to self-start, take initiative, and be proactive
- Demonstrated integrity, work ethic, professionalism, and an obligation to maintain firm and client confidentiality <
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