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Wealth Client Services Manager

Company: CAPFINANCIAL PARTNERS, LLC
Location: Raleigh
Posted on: November 11, 2019

Job Description:

Job Responsibilities:

  • Lead a team of 7 to12 client service team representatives responsible for delivering exceptional, proactive service to valued client relationships
  • Build an intentional, purposive relationship with financial advisors, consistently requesting feedback on client service teammates and overall service levels
  • Knowledgeable with industry practices and developments
  • Assist client service team representatives and financial advisors with complex issues and projects including client related assignments, projects, and inquiries
  • Sets expectations for client service team representatives to monitor metrics and service standards
  • Contributes to initiatives supporting and advancing the overall client experience
  • Inspire, mentor, and foster growth with client service representatives to achieve professional development
  • Shares ideas and awareness regarding client matters with peers and colleagues to contribute to company initiatives and to maintain a focus of continuous improvement
  • Encourage collaboration with colleagues within and outside of the client service department to cultivate a spirit of teamwork and partnership
  • Manage team goals and objectives
  • May travel up to 50%
  • Performs other duties and special projects as required
    Minimum Qualifications:
    • Completion of a four-year college degree or equivalent experience
    • Minimum 5-7 years' experience working in client service in the investment advisory, brokerage, or financial services industry
    • Minimum 2 years management experience or equivalent leadership experience; 4+ years management experience preferred
      Highly Desired Qualifications/Skills:
      • Ideal candidate will thrive in a fast-pace environment and contribute to ideas that support growth
      • Excellent working knowledge of investment industry
      • Experience working with administration of individual investment accounts
      • Superior oral and written communications skills
      • Exceptional attention to detail and a personal ambition to be error-free
      • Prioritization skills; ability to manage many time-sensitive tasks simultaneously
      • Extremely organized; keeps accurate and detailed records
      • Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions
      • High standards of professionalism (dress, manners, conduct, speech)
      • Energized by change and ability to think "out-of-the-box" regarding process improvement, compliance adherence, and expense management
      • Excellent math skills and the ability to grasp financial/investment concepts
      • Analytical thinker and problem-solver
        EEO Employer: CAPTRUST is an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or any other protected classification. If you are unable to complete this application due to a disability, contact Human Resources at or call x10405 to request an accommodation or an alternative application process.

Keywords: CAPFINANCIAL PARTNERS, LLC, Raleigh , Wealth Client Services Manager, Executive , Raleigh, North Carolina

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