Job Descriptions:Are you looking for an opportunity to utilize your years of client service experience in wealth management to help new associates learn and develop? If so, our Centralized Client Service Manager position may be the perfect fit for you! Our team is based out of our Bellevue office, but we often spend time in our other Seattle-area offices (Kirkland, Mercer Island, and Seattle). We have a hybrid work environment (in office two days a week) and work 7:00am - 4:00pm minus lunch daily. The Centralized Client Service Manager reports to the Director of Client Service. Specific responsibilities include:
Onboard and train all new client service team members in Client Service Associate tasks
Provide Salesforce training to all new team members who will be using the CRM
Assist the Director in assessing the effectiveness of our current training curriculum and delivery methods; suggest and implement potential improvements
Manage, coach, mentor, and/or develop Client Service Associates and summer interns
Oversee the Centralized Client Service task queue, including utilizing tasks to train new CSAs and completing or assigning tasks to ensure quick, accurate, exceptional client service
Facilitate CCS team meetings and cross-departmental meetings, including drafting agendas and creating and presenting PowerPoint presentations
Collaborate with other departments to complete projects that impact the larger client service group across all wealth management teams, such as:
Investigating and documenting custodian updates and technology enhancements
Updating CRM processes
Documenting best practices
Creating and distributing training materials in writing, video, or live meetings
Assist with the administrative aspects of alternative investments
Serve as subject matter expert regarding client service processes and best practices, including answering ongoing questions, troubleshooting, resolving issues, providing guidance regarding complex scenarios, and ensuring consistency across all wealth management teams
Required Experience:We are looking for a candidate who has:
5+ years of client service experience in the wealth management industry (preferably in an RIA)
Supervisory experience is preferred
Experience with Fidelity and/or Schwab strongly preferred; Salesforce CRM and/or Tamarac is a plus
Series 65 and the FPQP or first module of the CFP are preferred (or willingness to get them within the first 2 years of employment)
A Bachelor’s degree
Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
Excellent communication, leadership, and organizational skills
Keyword: Centralized Client Service ManagerFrom: Coldstream Wealth Management
