company

Client Service Manager

mariner-careersNew York City, NY
On-site Full-time

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Experience Level

Manager

Qualifications

Education: Bachelor’s degree in Business Administration, Operations Management, or a related discipline. Experience: 5-7 years in financial business operations, preferably in a high-growth, fast-paced environment.

About the job

Join our dynamic team as a Client Service Manager, where you will play a pivotal role in overseeing daily operations, ensuring adherence to internal protocols, and enhancing team productivity in a thriving wealth management environment. This position entails meticulous transaction management, workflow oversight, and the promotion of a collaborative and accountable team ethos.

Key Responsibilities:

  • Facilitate the input and review of financial transactions using Wealthscape and Charles Schwab tools.

  • Oversee daily operational tasks, including the preparation and validation of account opening documentation and ongoing account management.

  • Demonstrate proficiency in establishing Taxable, Retirement, Trust, and Business accounts within Fidelity and Charles Schwab to assist in transaction evaluations.

  • Act as a key liaison between Wealth Teams and custodians, proactively engaging with custodians to resolve issues and ensure precise processing of requests.

  • Delegate responsibilities and support team members to ensure efficient workflow execution.

  • Cultivate a culture of accountability, teamwork, and continuous enhancement within the department.

  • Manage quarterly initiatives, maintain team performance tracking spreadsheets, and supervise the completion of daily tasks by team members.

Qualifications:

  • Education: Bachelor’s degree in Business Administration, Operations Management, or a related discipline.

  • Experience: 5-7 years in financial business operations, preferably in a high-growth, fast-paced environment.

Skills:

  • Proficiency in Salesforce.

  • Experience with Fidelity (Wealthscape) and Charles Schwab platforms.

  • Strong analytical and problem-solving skills.

  • Excellent project management abilities, with a track record of leading cross-functional teams.

  • Exceptional communication and interpersonal skills to collaborate effectively across all organizational levels.

  • Advanced proficiency in Excel.

About mariner-careers

At mariner-careers, we are dedicated to providing our associates with enriching opportunities for professional development and community engagement. We are committed to fostering a supportive environment that encourages growth and collaboration.

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