Client Service Manager - Schechter Reed : Job Details

Client Service Manager

Are you passionate about delivering exceptional client service and providing critical support to advisors in a dynamic and collaborative environment? A growing financial firm is seeking a detail-oriented Client Service Manager who thrives on building relationships, exceeding expectations, and ensuring an outstanding client experience.

This is a hybrid position (3 days in office) after the first 90 days. Candidates must be local to the Northern Virginia/DC area.

Key Responsibilities:

As a Client Service Manager, you will play a vital role in ensuring smooth client interactions and operational excellence. Your responsibilities will include, but are not limited to:

• Providing account information and maintaining client relationships.
• Managing account opening procedures, maintaining accurate records, scheduling appointments, and processing client paperwork and deposits.
• Acting as the first point of contact for clients, setting the tone for a positive experience.
• Proactively resolving client concerns and cultivating strong relationships.
• Handling urgent client calls with professionalism and sound judgment.
• Ensuring compliance with industry regulations and company policies.
• Welcoming guests and clients, delivering exceptional service.

Qualifications:

• Bachelor's degree (preferably in a business-related field).
• Knowledge of basic financial products and industry practices.
• Proficiency in Word, Excel, Outlook, and CRM platforms.

Desired Qualifications:

• Active Series 65 and/or 7 (a plus but not required)
• Brokerage client service experience
• Knowledge and understanding of brokerage systems or applications
• Experience interacting directly with clients and delivering outstanding customer service.

This position offers an excellent opportunity to work in a supportive and fast-paced environment that values innovation and growth. If you're detail-oriented, client-focused, and ready to take on a rewarding role, we'd love to hear from you!